Plan Snapshot
- Plan Sponsor: Natus Medical Incorporated
- Sponsor EIN: 770154833
- Sponsor Address: 6701 KOLL CENTER PARKWAY, PLEASANTON, CA, 94566
- Plan Type: 401(k)
- Total Participants: 643
- Total Assets: $124.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 643 | $124.3M | $1.5M | $8.1M |
| 2023 | 674 | $108.3M | $1.5M | $8.3M |
| 2022 | 669 | $90.0M | $1.6M | $8.5M |
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 |
|---|---|---|---|---|
| LBMC, PC | Auditor | $14,500 | — | $14,500 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LBMC, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,500
- Estimated Expense Ratio: 0.012% 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 | $2,795 | $65,793 | — | $14,500 | — |
| 2023 | $43,885 | $106,298 | $300 | $15,000 | — |
| 2022 | $6,904 | $37,789 | — | — | — |