# Medtec LLC 401(k) Plan
Source: https://planprovider.pro/companies/medtec-llc-401k-plan

> Medtec LLC's 401(k) plan: 278 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medtec LLC

- **Sponsor EIN:** 421404269

- **Sponsor Address:** 1401 8TH STREET SE, ORANGE CITY, IA, 51041

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

- **Total Participants:** 278

- **Total Assets:** $30.5M

## 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|278|$30.5M|$895,181|$2.4M|

| 2023|279|$25.7M|$658,817|$2.1M|

| 2022|144|$11.3M|$363,943|$798,383|

## 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|

| THE VANGUARD GROUP, INC.|NONE|$60,287|—|$60,287|

| VANGUARD ADVISERS INC.|NONE|$6,313|—|$6,313|

| BT&CO., P.A.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [VANGUARD ADVISERS INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [BT&CO., P.A.](https://planprovider.pro/provider/bt-and-co-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $66,600

- **Estimated Expense Ratio:** 0.219% 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|$65,799|—|—|—|—|

| 2023|$56,865|—|—|—|—|

| 2022|$17,740|—|—|—|—|

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