Plan Snapshot
- Plan Sponsor: Kestra Medical Technologies, INC
- Sponsor EIN: 383940333
- Sponsor Address: 3933 LAKE WASHINGTON BLVD, KIRKLAND, WA, 98033
- Plan Type: 401(k)
- Total Participants: 312
- Total Assets: $23.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 312 | $23.0M | $1.6M | $4.2M |
| 2023 | 248 | $15.9M | $1.3M | $3.4M |
| 2022 | 195 | $9.2M | $869,206 | $2.4M |
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 |
|---|---|---|---|---|
| CLARK NUBER P.S. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $31,167 | $25,847 | — | — | — |
| 2023 | $26,014 | $23,069 | — | — | — |
| 2022 | $16,180 | — | — | — | — |