# Medlogix, LLC 401(k) Plan
Source: https://planprovider.pro/companies/medlogix-llc-401k-plan

> Medlogix, LLC's 401(k) plan: 319 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|—|—|—|—|

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