Plan Snapshot
- Plan Sponsor: Medical Solutions, L.L.C.
- Sponsor EIN: 912184792
- Sponsor Address: 1010 N 102ND STREET, OMAHA, NE, 68114
- Plan Type: 401(k)
- Total Participants: 17,074
- Total Assets: $496.2M
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. |
|---|---|---|---|---|
| 2024 | 17,074 | $496.2M | $17.3M | $48.7M |
| 2023 | 15,775 | $431.6M | $23.0M | $66.0M |
| 2022 | 17,095 | $305.0M | $27.9M | $86.0M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $447,591 | — | $447,591 |
| STRATEGIC ADVISORS, INC. | Investment Advisor | $157,057 | — | $157,057 |
| USI ADVISORS INC | Investment Advisor | $55,484 | — | $55,484 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- STRATEGIC ADVISORS, INC. — Investment Advisor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $660,132
- Estimated Expense Ratio: 0.133% 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 | $660,133 | $212,542 | $600 | — | — |
| 2023 | $756,648 | $158,306 | $1,800 | — | — |
| 2022 | $649,756 | $72,210 | — | — | — |