Plan Snapshot
- Plan Sponsor: Medeanalytics, INC.
- Sponsor EIN: 943189331
- Sponsor Address: 501 WEST PRESIDENT GEORGE BUSH HWY, RICHARDSON, TX, 75080
- Plan Type: 401(k)
- Total Participants: 211
- Total Assets: $35.0M
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 | 211 | $35.0M | $635,395 | $2.6M |
| 2023 | 220 | $30.0M | $488,383 | $2.5M |
| 2022 | 289 | $24.1M | $586,107 | $2.6M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN, LLP | Auditor | $17,435 | — | $17,435 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $17,435
- Estimated Expense Ratio: 0.050% 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 | $88,690 | $37,442 | — | $17,435 | — |
| 2023 | $74,658 | $35,925 | — | $10,500 | — |
| 2022 | $36,559 | — | — | — | — |