Plan Snapshot
- Plan Sponsor: Med Investors Development, LLC Dba One To One Health
- Sponsor EIN: 463155880
- Sponsor Address: P.O. BOX 2126, CHATTANOOGA, TN, 37401
- Plan Type: 401(k)
- Total Participants: 360
- Total Assets: $5.6M
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 | 360 | $5.6M | $527,736 | $790,053 |
| 2023 | 229 | $3.9M | $296,415 | $609,735 |
| 2022 | 209 | $2.7M | $275,483 | $540,693 |
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 |
|---|---|---|---|---|
| HENDERSON, HUTCHERSON & MCCULLOUGH | Auditor | — | — | $0 |
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 | $37,200 | $14,960 | $22,240 | — | — |
| 2023 | $46,241 | $15,845 | $16,441 | — | — |
| 2022 | $25,358 | $13,042 | $12,316 | — | — |