Plan Snapshot
- Plan Sponsor: Remedi8 Holdings Corp.
- Sponsor EIN: 862813779
- Sponsor Address: 8245 NIEMAN ROAD, LENEXA, KS, 66214
- Plan Type: 401(k)
- Total Participants: 234
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 234 | $8.8M | $600,659 | $999,645 |
| 2023 | 247 | $8.0M | $576,065 | $969,435 |
| 2022 | 197 | $5.8M | $115,100 | $204,320 |
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 |
|---|---|---|---|---|
| DAVID LUNDGREN & CO. CPAS CHTD. | Auditor | — | — | $0 |
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 | $61,372 | $20,309 | — | — | — |
| 2023 | $56,293 | $17,396 | — | — | — |
| 2022 | $8,005 | — | — | — | — |