Plan Snapshot
- Plan Sponsor: Mdrs Holdings, INC.
- Sponsor EIN: 330848197
- Sponsor Address: 13520 EVENING CREEK DR N, STE 400, SAN DIEGO, CA, 92128
- Plan Type: 401(k)
- Total Participants: 458
- Total Assets: $6.6M
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 | 458 | $6.6M | $109,536 | $1.0M |
| 2023 | 314 | $5.2M | $84,959 | $849,633 |
| 2022 | 271 | $4.0M | $86,577 | $864,277 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTON LARSON ALLEN LLP — Auditor
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 | $61,141 | $28,980 | $32,161 | — | — |
| 2023 | $44,033 | $22,464 | $12,607 | — | — |
| 2022 | $27,885 | $27,885 | — | — | — |