Plan Snapshot
- Plan Sponsor: Medable, INC.
- Sponsor EIN: 460870262
- Sponsor Address: 525 UNIVERSITY AVE, PALO ALTO, CA, 94301
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 333
- Total Assets: $25.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2025 | 333 | $25.8M | $0 | $0 |
| 2024 | 166 | $20.7M | $1.2M | $3.0M |
| 2023 | 217 | $18.2M | $1.6M | $4.5M |
| 2022 | 345 | $11.2M | $2.2M | $5.5M |
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 INVESTMENT SERVICES LLC | Investment Advisor | $62,500 | — | $62,500 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $26,941 | — | $26,941 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $89,441
- Estimated Expense Ratio: 0.346% 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 |
|---|---|---|---|---|---|
| 2025 | $3,279,688 | $65,782 | — | — | — |
| 2024 | $96,484 | $65,732 | — | — | — |
| 2023 | $124,889 | $75,607 | — | — | — |
| 2022 | $25,491 | $252 | — | — | — |