# Neudesic, LLC 401(k) Plan
Source: https://planprovider.pro/companies/neudesic-llc-401k-plan

> Neudesic, LLC's 401(k) plan: 612 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Neudesic, LLC

- **Sponsor EIN:** 421528382

- **Sponsor Address:** 200 SPECTRUM CENTER DRIVE, IRVINE, CA, 92618

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

- **Total Participants:** 612

- **Total Assets:** $54.0M

## 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|612|$54.0M|$1,067|$7.4M|

| 2023|685|$45.5M|$1.8M|$7.1M|

| 2022|664|$35.3M|$794,495|$5.7M|

## 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|

| INDEPENDENT CAPITAL|ADVISOR|$99,165|—|$99,165|

| JOHN HANCOCK USA|RECORDKEEPER|—|$79,332|$79,332|

| ASCENSUS|TPA|$10,050|—|$10,050|

| PENSION ASSURANCE LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [JOHN HANCOCK USA](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [ASCENSUS](https://planprovider.pro/provider/ascensus-llc) — TPA

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/pension-assurance-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $188,547

- **Estimated Expense Ratio:** 0.349% 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|$207,027|—|$207,027|—|—|

| 2023|$173,694|—|$173,694|—|—|

| 2022|$154,058|$154,058|—|—|—|

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