Plan Snapshot
- Plan Sponsor: Medbridge, INC.
- Sponsor EIN: 463675059
- Sponsor Address: 10900 NE 4TH STREET, BELLEVUE, WA, 98004
- Plan Type: 401(k)
- Total Participants: 125
- Total Assets: $8.3M
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 | 125 | $8.3M | $269,430 | $1.3M |
| 2023 | 162 | $6.2M | $230,005 | $1.0M |
| 2022 | 141 | $4.2M | $188,492 | $969,600 |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, 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 | $22,641 | $10,708 | — | — | — |
| 2023 | $28,634 | $7,138 | $21,496 | — | — |
| 2022 | $32,440 | — | $32,440 | — | — |