# Med One Capital Funding, LLC 401(k) Plan
Source: https://planprovider.pro/companies/med-one-capital-funding-llc-401k-plan

> Med One Capital Funding, LLC's 401(k) plan: 229 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Med One Capital Funding, LLC

- **Sponsor EIN:** 870678357

- **Sponsor Address:** 10712 S 1300 E, SANDY, UT, 840945094

- **Plan Type:** 401(k)

- **Total Participants:** 229

- **Total Assets:** $13.6M

## 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|229|$13.6M|$570,591|$1.0M|

| 2023|211|$11.5M|$505,509|$991,326|

| 2022|197|$8.9M|$450,253|$932,141|

## 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|

| GLOBAL RETIREMENT PARTNERS|INVESTMENT ADVISOR|$24,996|—|$24,996|

| THE VANGUARD GROUP, INC.|RECORD KEEPER|$24,962|—|$24,962|

| HMBE, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — RECORD KEEPER

- [HMBE, LLC](https://planprovider.pro/provider/hbme-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $49,958

- **Estimated Expense Ratio:** 0.367% 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|$46,673|—|—|—|—|

| 2023|$38,339|—|—|—|—|

| 2022|$32,902|—|—|—|$29,513|

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/med-one-capital-funding-llc-401k-plan)

© 2026 PlanProvider.Pro