# Medtrust Holdings, INC. 401(k) Plan
Source: https://planprovider.pro/companies/medtrust-holdings-inc-401k-plan

> Medtrust Holdings, INC.'s 401(k) plan: 464 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medtrust Holdings, INC.

- **Sponsor EIN:** 823630492

- **Sponsor Address:** 1014 BANKTON CIRCLE, HANAHAN, SC, 29410

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

- **Total Participants:** 464

- **Total Assets:** $2.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|464|$2.8M|$247,245|$486,996|

| 2023|213|$2.4M|$212,455|$401,664|

| 2022|274|$2.0M|$376,788|$473,636|

## 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 WORKPLACE SERVICES LLC|PLAN ADMINISTRATOR|$41,624|—|$41,624|

| MMA SECURITIES|ADVISOR|$6,335|—|$6,335|

| FORVIS MAZARS LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [MMA SECURITIES](https://planprovider.pro/provider/lpl-financial-llc) — ADVISOR

- [FORVIS MAZARS LLP](https://planprovider.pro/provider/forvis-mazars-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $47,959

- **Estimated Expense Ratio:** 1.719% 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|$48,552|$6,928|$2,850|—|—|

| 2023|$24,497|$2,173|$1,860|—|—|

| 2022|$71,443|—|$71,443|—|—|

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