Plan Snapshot
- Plan Sponsor: Med-Review, INC.
- Sponsor EIN: 133240352
- Sponsor Address: 199 WATER STREET, NEW YORK, NY, 10038
- Plan Type: 401(k)
- Total Participants: 208
- Total Assets: $19.7M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 208 | $19.7M | $1.3M | $1.5M |
| 2023 | 195 | $17.9M | $521,997 | $1.3M |
| 2022 | 180 | $16.3M | $621,099 | $987,649 |
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 |
|---|---|---|---|---|
| PKF O'CONNOR DAVIES LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PKF O'CONNOR DAVIES 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 | $137,472 | $1,137 | $136,335 | — | — |
| 2023 | $135,979 | — | $134,179 | — | — |
| 2022 | $103,526 | $80,676 | $21,975 | — | — |