Plan Snapshot
- Plan Sponsor: Laborie Medical Technologies Corporation
- Sponsor EIN: 133198206
- Sponsor Address: 180 INTERNATIONAL DRIVE, PORTSMOUTH, NH, 03801
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1,144
- Total Assets: $82.2M
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. |
|---|---|---|---|---|
| 2025 | 1,144 | $82.2M | $0 | $0 |
| 2024 | 876 | $66.2M | $2.7M | $6.9M |
| 2023 | 802 | $51.5M | $2.2M | $5.5M |
| 2022 | 742 | $38.2M | $2.1M | $5.0M |
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 |
|---|---|---|---|---|
| USI ADVISORS INC | Investment Advisor | $49,500 | — | $49,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $35,208 | — | $35,208 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $84,708
- Estimated Expense Ratio: 0.103% 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 |
|---|---|---|---|---|---|
| 2025 | $12,181,394 | $46,512 | — | — | — |
| 2024 | $101,173 | — | — | — | — |
| 2023 | $77,670 | -$23,670 | $101,340 | — | — |
| 2022 | $68,154 | — | $68,154 | — | — |