# Medrio, INC. 401(k) Plan
Source: https://planprovider.pro/companies/medrio-401k-plan

> Medrio, INC.'s 401(k) plan: 112 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medrio, INC.

- **Sponsor EIN:** 743175783

- **Sponsor Address:** 345 CALIFORNIA STREET, SAN FRANCISCO, CA, 94104

- **Plan Type:** 401(k)

- **Total Participants:** 112

- **Total Assets:** $11.0M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** Yes

- **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|112|$11.0M|$304,870|$1.3M|

| 2023|119|$9.3M|$326,079|$1.4M|

| 2022|121|$7.1M|$305,073|$1.3M|

## 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|$7,118|—|$7,118|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $7,118

- **Estimated Expense Ratio:** 0.065% 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|$8,370|—|—|—|—|

| 2023|$8,415|—|$8,415|—|—|

| 2022|$3,325|—|$3,325|—|—|

## Similar Plans

- [Curri INC.](https://planprovider.pro/companies/curri-inc-plan) — 112 participants

- [Study.Com, LLC](https://planprovider.pro/companies/study-com-llc-401k-plan) — 112 participants

- [Chatmeter, INC.](https://planprovider.pro/companies/chatmeter-inc-401k-plan) — 109 participants

- [Aeries Software, INC.](https://planprovider.pro/companies/aeries-software-inc-plan) — 115 participants

- [Evercharge INC.](https://planprovider.pro/companies/evercharge-inc-plan) — 116 participants

- [Innopeak Technology, INC.](https://planprovider.pro/companies/innopeak-technology-inc-401k-plan) — 116 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/medrio-401k-plan)

© 2026 PlanProvider.Pro