# Medworks, INC. DC Plan
Source: https://planprovider.pro/companies/major-hospital-plan

> Medworks, INC.'s DC plan: 354 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medworks, INC.

- **Sponsor EIN:** 352000863

- **Sponsor Address:** 2325 INTELLIPLEX DRIVE, SUITE 201, SHELBYVILLE, IN, 46176

- **Plan Type:** DC

- **Total Participants:** 354

- **Total Assets:** $45.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|354|$45.2M|$1.4M|$1.6M|

| 2023|348|$38.0M|$1.3M|$1.4M|

| 2022|340|$30.5M|$1.1M|$1.3M|

## 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|

| MILLIMAN, INC.|NONE|$34,891|—|$34,891|

| GUIDANCE POINT|NONE|$8,513|—|$8,513|

| CHARLES SCHWAB TRUST BANK|NONE|$7,805|$318|$8,123|

| VESTIA ADVISORS|NONE|$6,926|—|$6,926|

| BLUE & CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — NONE

- [CHARLES SCHWAB TRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — NONE

- [VESTIA ADVISORS](https://planprovider.pro/provider/vestia-personal-wealth-advisors) — NONE

- [BLUE & CO.](https://planprovider.pro/provider/blue-and-co-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,453

- **Estimated Expense Ratio:** 0.129% 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|$61,436|$18,740|—|—|—|

| 2023|$58,672|$16,705|—|—|—|

| 2022|$52,518|—|—|—|$52,518|

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