# Permobil, INC 401(k) Plan
Source: https://planprovider.pro/companies/permobil-inc-401k-plan

> Permobil, INC's 401(k) plan: 1,069 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Permobil, INC

- **Sponsor EIN:** 043189589

- **Sponsor Address:** 300 DUKE DRIVE, LEBANON, TN, 37090

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

- **Total Participants:** 1,069

- **Total Assets:** $82.9M

## 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|1,069|$82.9M|$2.6M|$5.2M|

| 2023|936|$74.3M|$2.4M|$4.9M|

| 2022|912|$60.8M|$2.2M|$4.4M|

## 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 INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$97,178|—|$97,178|

| MMA SECURITIES|ADVISOR|$90,072|—|$90,072|

| STRATEGIC ADVISORS, INC.|ADVISOR|$9,782|—|$9,782|

| LBMC, PC|Auditor|—|—|$0|

### Verified Provider Profiles

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

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

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

- [STRATEGIC ADVISORS, INC.](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $197,032

- **Estimated Expense Ratio:** 0.238% 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|$197,031|$99,853|$1,200|—|—|

| 2023|$179,435|$86,676|—|—|—|

| 2022|$174,936|$6,999|—|—|—|

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