# North Coast Medical Supply, LLC 401(k) Plan
Source: https://planprovider.pro/companies/north-coast-medical-supply-llc-401k-plan

> North Coast Medical Supply, LLC's 401(k) plan: 983 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** North Coast Medical Supply, LLC

- **Sponsor EIN:** 223865781

- **Sponsor Address:** 2544 CAMPBELL PLACE #150, CARLSBAD, CA, 92009

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

- **Total Participants:** 983

- **Total Assets:** $32.2M

## 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|983|$32.2M|$1.9M|$2.9M|

| 2023|922|$26.0M|$1.9M|$2.5M|

| 2022|895|$19.4M|$2.1M|$2.1M|

## 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|

| ONEDIGITAL INVESTMENT ADVISORS LLC|ADVISOR|$68,751|—|$68,751|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$49,285|—|$49,285|

| ARY ROEPCKE MULCHAEY, P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [ONEDIGITAL INVESTMENT ADVISORS LLC](https://planprovider.pro/provider/epic-retirement-plan-services) — ADVISOR

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

- [ARY ROEPCKE MULCHAEY, P.C.](https://planprovider.pro/provider/ary-roepcke-mulchaey-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $118,036

- **Estimated Expense Ratio:** 0.366% 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|$122,959|$73,674|—|—|—|

| 2023|$79,330|$42,607|—|—|—|

| 2022|$43,993|$372|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/north-coast-medical-supply-llc-401k-plan)

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