Trimedx Holdings, LLC Retirement Plan — Form 5500 plan (Trimedx Holdings, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Trimedx Holdings, LLC Retirement Plan is a benefit plan reported by Trimedx Holdings, LLC under EIN 45-4807500 and plan number 001. The latest loaded filing year is 2023. The filing reports 4,165 participants and $209,750,834 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Trimedx Holdings, LLC
- EIN
- 45-4807500
- Plan number
- 001
- Plan type
- 2
- Location
- Indianapolis, IN
- Latest filing year
- 2023
- Participants
- 4,165
- End-of-year plan assets
- $209,750,834
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 4,165 | H, C | 20241004131110NAL0006720611001 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $209,750,834
- Net assets (EOY)
- $209,750,834
- Net assets (BOY)
- $168,483,765
Income & contributions
- Employer contributions
- $11,175,293
- Participant contributions
- $18,788,979
- Total contributions
- $32,693,222
- Total income / additions
- $63,553,791
Expenses & distributions
- Benefits paid
- $21,759,349
- Administrative expenses
- $525,067
- Total expenses
- $22,286,722
- Net increase / (decrease)
- $41,267,069
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $417,577 | $0 | 2023 |
| Kestra Investment Services LLC | INVESTMENT ADVISOR | $82,500 | not reported in the loaded dataset | 2023 |
| Blue & Co | AUDITOR | $24,920 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Trimedx Holdings, LLC
- 2023 Form 5500 filing
- Form 5500 filings in IN
- 401(k) and benefit plan filings in Indianapolis, IN
- Transamerica Retirement Solutions — Schedule C compensation
- Kestra Investment Services LLC — Schedule C compensation
- Blue & Co — Schedule C compensation
- National Financial Services — Schedule C compensation