Plan Snapshot
- Plan Sponsor: Medical Device INC.
- Sponsor EIN: 883975881
- Sponsor Address: 8800 N GAINEY CENTER DRIVE STE 176, SCOTTSDALE, AZ, 85258
- Plan Type: 401(k)
- Total Participants: 294
- Total Assets: $12.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 294 | $12.7M | $405,930 | $1.4M |
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 |
|---|---|---|---|---|
| MMA SECURITIES LLC | ADMINISTRATOR | $24,343 | — | $24,343 |
| JOHN HANCOCK | RECORDKEEPER | $7,745 | — | $7,745 |
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- JOHN HANCOCK — RECORDKEEPER
- MEIHAUS CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $32,088
- Estimated Expense Ratio: 0.254% 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 | $35,977 | — | — | — | — |