Plan Snapshot
- Plan Sponsor: Trimedx Holdings, LLC
- Sponsor EIN: 454807500
- Sponsor Address: 5451 LAKEVIEW PARKWAY S DRIVE, INDIANAPOLIS, IN, 46268
- Plan Type: 401(k)
- Total Participants: 3,016
- Total Assets: $244.6M
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 | 3,016 | $244.6M | $6.7M | $19.4M |
| 2023 | 2,929 | $209.8M | $11.2M | $18.8M |
| 2022 | 2,988 | $168.5M | $10.7M | $18.6M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $357,702 | — | $357,702 |
| TOWERS WATSON INVESTMENT SERVICES I | INVESTMENT ADVISOR | $81,000 | — | $81,000 |
| KESTRA ADVISORY SERVICES LLC | INVESTMENT ADVISOR | $27,500 | — | $27,500 |
| BLUE & CO | AUDITOR | $14,000 | — | $14,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- KESTRA ADVISORY SERVICES LLC — INVESTMENT ADVISOR
- BLUE & CO — AUDITOR
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $480,202
- Estimated Expense Ratio: 0.196% 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 | $480,611 | $108,500 | — | $14,000 | — |
| 2023 | $525,067 | $82,500 | — | $24,920 | — |
| 2022 | $853,973 | $445,775 | — | — | $15,000 |