Plan Snapshot
- Plan Sponsor: Trajector Medical, LLC
- Sponsor EIN: 471965243
- Sponsor Address: 5950 NW 1ST PLACE, GAINESVILLE, FL, 32607
- Plan Type: 401(k)
- Total Participants: 773
- Total Assets: $14.9M
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 | 773 | $14.9M | $2.3M | $3.1M |
| 2023 | 714 | $9.7M | $1.7M | $2.4M |
| 2022 | 587 | $4.7M | $1.5M | $1.8M |
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 |
|---|---|---|---|---|
| ASSURANCE DIMENSIONS, LLC | Auditor | $12,000 | — | $12,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ASSURANCE DIMENSIONS, LLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $12,000
- Estimated Expense Ratio: 0.080% 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 | $154,155 | $69,029 | $20,440 | $12,000 | — |
| 2023 | $133,335 | $70,160 | $14,956 | — | — |
| 2022 | $71,274 | — | — | — | — |