Plan Snapshot
- Plan Sponsor: Medlogix, LLC
- Sponsor EIN: 232649288
- Sponsor Address: TOWAMENCIN CORPORATE CENTER, LANSDALE, PA, 19446
- Plan Type: 401(k)
- Total Participants: 319
- Total Assets: $27.7M
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 | 319 | $27.7M | $475,256 | $1.6M |
| 2023 | 285 | $24.7M | $432,576 | $1.4M |
| 2022 | 290 | $21.1M | $434,239 | $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 |
|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | ADVISOR | — | $62,181 | $62,181 |
| CBIZ CPAS, P.C. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $62,181
- Estimated Expense Ratio: 0.224% 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 | $3,213 | — | — | — | — |
| 2023 | $2,427 | — | — | — | — |
| 2022 | $2,925 | — | — | — | — |