# Translational Drug Development, LLC 401(k) Plan
Source: https://planprovider.pro/companies/translational-drug-development-llc-401k-plan

> Translational Drug Development, LLC's 401(k) plan: 167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Translational Drug Development, LLC

- **Sponsor EIN:** 464150915

- **Sponsor Address:** 13208 E. SHEA BLVD., SCOTTSDALE, AZ, 85259

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

- **Total Participants:** 167

- **Total Assets:** $13.5M

## 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|167|$13.5M|$1.1M|$1.5M|

| 2023|175|$10.3M|$999,872|$1.4M|

| 2022|169|$8.1M|$854,687|$1.2M|

## 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|

| WELLS FARGO ADVISORS FINANCIAL ADVI|FINANCIAL ADVISOR|$30,424|—|$30,424|

| WALLACE, PLESE + DREHER, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [WALLACE, PLESE + DREHER, LLP](https://planprovider.pro/provider/wallace-plese-dreher-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $30,424

- **Estimated Expense Ratio:** 0.225% 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|$73,372|$30,424|$36,278|—|—|

| 2023|$65,652|$22,107|$35,745|—|—|

| 2022|$57,712|$18,691|$35,821|—|—|

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