Plan Ledger DOL Form 5500 · updated monthly

Trimedx Holdings, LLC401(k)

TRIMEDX HOLDINGS, LLC RETIREMENT PLAN · INDIANAPOLIS, IN · plan year 2024

Reported admin expense ratio · 2024
0.21%

Peer grade: C+ · admin costs + employer contributions vs same-size plans · how grading works

Trimedx Holdings, LLC reported $480,611 in plan administrative expenses for 2024: 0.21% of average plan assets, above the peer median. Employer contributions averaged $2,225 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 2 years on file its reported administrative ratio fell from 0.49% to 0.21%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other health care & social assistance employers. By assets it is the 66th-largest of 1,562 plans among Indiana employers on file, and the 556th of 11,911 in health care & social assistance. In 2024, employees put in $2.89 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$244,591,735
Participants with balances4,007
Active participants3,016
Employer contributions$6,711,199
Employee contributions$19,374,116
Employer contribution per active participant$2,225
Average account balance$61,041
Benefits paid to participants$22,153,341
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$244.6M · 4,007 accts · $6.7M emplr
2023$209.8M · 3,890 accts · $11.2M emplr
2022$168.5M · 4,163 accts · $10.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$358,111
Investment management$108,500
Audit (IQPA)$14,000
Total administrative$480,611
The Trimedx Holdings, LLC 401(k) match · 2024
Employer contribution per active participant$2,225
Median for plans this size$3,635
2024$2,225 per active participant
2023$3,815 per active participant
2022$3,592 per active participant

Trimedx Holdings, LLC's 2024 employer contribution ran below the $3,635 median for plans its size. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20245
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$357,702
TOWERS WATSON INVESTMENT SERVICES I · Investment advisory (plan)$81,000
KESTRA ADVISORY SERVICES LLC · Investment advisory (plan)$27,500
BLUE & CO · Accounting / audit$14,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$480,611 · 0.21%
2023$525,067 · 0.28%
2022$853,973 · 0.49%
Same employer
Similar plansHealth Care & Social Assistance · Indiana
Beacon Health System, Inc. IN$694.9M · 0.14%
Goshen Health IN$300.2M · 0.08%
Union Hospital, Inc. IN$232.8M · 0.16%
Orthoindy IN$229.4M · 0.05%

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Source: U.S. Department of Labor, Form 5500 series, EIN 454807500 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.