# Medlytix, LLC Health & Welfare Plan
Source: https://planprovider.pro/companies/medlytix-llc-204033054-501

> Medlytix, LLC's Health & Welfare plan: 85 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medlytix, LLC

- **Sponsor EIN:** 204033054

- **Sponsor Address:** 675 MANSELL ROAD, SUITE 100, ROSWELL, GA, 30076

- **Plan Type:** Health & Welfare

- **Plan Number:** 501

- **Total Participants:** 85

- **Total Assets:** $140,378

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|85|$140,378|$961,110|$287,455|

| 2023|66|$56,822|$717,543|$246,492|

| 2022|75|$41,591|$605,468|$163,342|

## 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|

| IMA FINANCIAL GROUP (THE BENEFIT CO|Investment Advisor|$40,342|—|$40,342|

| THE BENECON GROUP, LLC|Investment Advisor|$24,201|—|$24,201|

| MERITAIN HEALTH, AN AETNA COMPANY|Other Service Provider|$10,773|—|$10,773|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $75,316

- **Estimated Expense Ratio:** 53.652% 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|$1,215,642|—|—|—|—|

| 2023|$960,024|—|—|—|—|

| 2022|$717,353|—|—|—|—|

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