Plan Snapshot
- Plan Sponsor: Reflexion Medical
- Sponsor EIN: 264487874
- Sponsor Address: 25881 INDUSTRIAL BLVD. SUITE 275, HAYWARD, CA, 94545
- Plan Type: DC
- Total Participants: 251
- Total Assets: $30.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 251 | $30.9M | $0 | $3.7M |
| 2023 | 238 | $26.8M | $0 | $3.9M |
| 2022 | 272 | $19.2M | $0 | $3.8M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $3,314 | $577 | — | — | — |
| 2023 | $4,275 | — | $4,275 | — | — |
| 2022 | $2,930 | — | $2,930 | — | — |