# Trimedx Holdings, LLC 401(k) Plan
Source: https://planprovider.pro/companies/trimedx-holdings-llc-401k-plan

> Trimedx Holdings, LLC's 401(k) plan: 3,016 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [KESTRA ADVISORY SERVICES LLC](https://planprovider.pro/provider/sentinel-group) — INVESTMENT ADVISOR

- [BLUE & CO](https://planprovider.pro/provider/blue-and-co-llc) — 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|

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