Plan Snapshot
- Plan Sponsor: Md2 International, LLC
- Sponsor EIN: 912060837
- Sponsor Address: 10500 NE 8TH ST., BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 167
- Total Assets: $33.8M
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 | 167 | $33.8M | $2.6M | $2.3M |
| 2023 | 142 | $26.9M | $2.1M | $1.9M |
| 2022 | 113 | $20.7M | $1.5M | $1.4M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | NONE | $104,397 | — | $104,397 |
| ASSUREDPARTNERS FINANCIAL SERVICES | NONE | $43,581 | — | $43,581 |
| M HOLDINGS SECURITIES, INC. | NONE | $26,943 | — | $26,943 |
| PARK + ELM INVESTMENT ADVISERS | NONE | $8,981 | — | $8,981 |
| LEE CPA AUDIT GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — NONE
- LEE CPA AUDIT GROUP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $183,902
- Estimated Expense Ratio: 0.544% 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 | $225,724 | — | — | — | — |
| 2023 | $170,188 | — | — | — | — |
| 2022 | $133,107 | — | — | — | — |