Plan Snapshot
- Plan Sponsor: Kci Technologies, INC.
- Sponsor EIN: 521604386
- Sponsor Address: 936 RIDGEBROOK ROAD, SPARKS, MD, 21152
- Plan Type: DC
- Total Participants: 1,840
- Total Assets: $392.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,840 | $392.4M | $10.4M | $0 |
| 2023 | 1,699 | $335.7M | $8.9M | $0 |
| 2022 | 1,530 | $289.0M | $8.9M | $0 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| TRANSITION FINANCE STRATEGIES, LLC | TPA | $67,871 | — | $67,871 |
| SC&H ATTEST SERVICES | ACCOUNTANT | $17,400 | — | $17,400 |
| SC&H ATTEST SERVICES, P.C. | Auditor | $17,400 | — | $17,400 |
| EVERGREEN ADVISORS LLC | ACCOUNTANT | $15,500 | — | $15,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- SC&H ATTEST SERVICES, P.C. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $118,171
- Estimated Expense Ratio: 0.030% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $107,293 | — | $67,871 | $17,400 | — |
| 2023 | $98,708 | — | $59,076 | $16,275 | — |
| 2022 | $85,345 | — | $49,703 | — | $32,142 |