Plan Snapshot
- Plan Sponsor: Mdxhealth, INC.
- Sponsor EIN: 470916074
- Sponsor Address: 15279 ALTON PARKWAY SUITE 100, IRVINE, CA, 92618
- Plan Type: 401(k)
- Total Participants: 295
- Total Assets: $24.6M
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 | 295 | $24.6M | $1.4M | $2.9M |
| 2023 | 273 | $19.8M | $1.1M | $2.3M |
| 2022 | 239 | $14.6M | $778,403 | $1.6M |
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 |
|---|---|---|---|---|
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $32,781 | — | $32,781 |
| JPMORGAN INVEST HOLDINGS LLC | RECORDKEEPER | $5,046 | — | $5,046 |
| HOLTHOUSE CARLIN & VAN TRIGT LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOLTHOUSE CARLIN & VAN TRIGT LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $37,827
- Estimated Expense Ratio: 0.154% 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 | $37,827 | $32,781 | — | — | — |
| 2023 | $28,309 | $24,595 | — | — | — |
| 2022 | $29,549 | — | $29,549 | — | — |