Plan Snapshot
- Plan Sponsor: Laerdal Medical Corporation
- Sponsor EIN: 132587752
- Sponsor Address: 167 MYERS CORNERS ROAD, WAPPINGERS FALLS, NY, 12590
- Plan Type: 401(k)
- Total Participants: 479
- Total Assets: $69.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 479 | $69.8M | $2.4M | $3.6M |
| 2023 | 483 | $61.0M | $2.1M | $3.3M |
| 2022 | 458 | $49.6M | $1.8M | $3.1M |
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 |
|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $150,731 | — | $150,731 |
| PKF O'CONNOR DAVIES, LLP | ACCOUNTANT | $21,165 | — | $21,165 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES, LLP — ACCOUNTANT
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $171,896
- Estimated Expense Ratio: 0.246% 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 | $171,896 | — | — | $21,165 | — |
| 2023 | $133,218 | — | — | — | — |
| 2022 | $127,200 | — | — | — | — |