# Simedhealth, L.L.C. 401(k) Plan
Source: https://planprovider.pro/companies/simedhealth-l-l-c-401k-plan

> Simedhealth, L.L.C.'s 401(k) plan: 324 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Simedhealth, L.L.C.

- **Sponsor EIN:** 823017080

- **Sponsor Address:** PO BOX 357010, GAINESVILLE, FL, 326357010

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

- **Total Participants:** 324

- **Total Assets:** $45.7M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|324|$45.7M|$2.0M|$1.8M|

| 2023|298|$44.1M|$2.2M|$1.9M|

| 2022|295|$36.9M|$2.8M|$2.0M|

## 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|

| BKS FINANCIAL INVESTMENTS LLC|ADVISOR|$32,175|—|$32,175|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$21,984|—|$21,984|

| JAMES MOORE|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

- [JAMES MOORE](https://planprovider.pro/provider/james-moore-and-co-pl) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $54,159

- **Estimated Expense Ratio:** 0.118% 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|$54,039|$32,175|$300|—|—|

| 2023|$55,829|$31,519|—|—|—|

| 2022|$62,330|—|—|—|—|

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