Plan Snapshot
- Plan Sponsor: Medical Murray, INC.
- Sponsor EIN: 364071468
- Sponsor Address: 400 N. RAND ROAD, NORTH BARRINGTON, IL, 60010
- Plan Type: 401(k)
- Total Participants: 195
- Total Assets: $9.8M
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 | 195 | $9.8M | $484,921 | $1.3M |
| 2023 | 195 | $8.0M | $417,629 | $1.1M |
| 2022 | 152 | $6.0M | $332,052 | $896,074 |
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 |
|---|---|---|---|---|
| ADDUCCI VEGA FINANCIAL GROUP | Auditor | — | — | $0 |
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 | $50,220 | $21,026 | — | — | — |
| 2023 | $42,200 | $15,511 | — | — | — |
| 2022 | $38,940 | — | — | — | — |