Employers › Medical Solutions
Recordkeeping fees per participant · Medical Solutions 401(k) Plan · plan year 2024
$25.92
Higher than 22% of the 1,697 plans $250M to 1B that report it.
= $446,991 / 17,248
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002111154NAL0000356865001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002111154NAL0000356865001, received 2025-10-02
Percentiles compare this plan with the Schedule H plans $250M to 1B in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-02.
Administrative expenses excluding investment management, per participant
$25.95
Higher than 14% of the 2,324 plans $250M to 1B that report it.
= $447,591 / 17,248
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002111154NAL0000356865001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002111154NAL0000356865001, received 2025-10-02
Administrative expenses per participant
$38.27
Higher than 14% of the 2,405 plans $250M to 1B that report it.
= $660,133 / 17,248
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002111154NAL0000356865001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002111154NAL0000356865001, received 2025-10-02
Administrative expenses as a share of assets
0.133%
Higher than 79% of the 2,407 plans $250M to 1B that report it.
= $660,133 / $496,216,848
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002111154NAL0000356865001, received 2025-10-02
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002111154NAL0000356865001, received 2025-10-02
Employer contributions per participant
$1,006
Higher than 8% of the 2,457 plans $250M to 1B that report it.
= $17,348,822 / 17,248
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002111154NAL0000356865001, received 2025-10-02
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002111154NAL0000356865001, received 2025-10-02
Employer share of total contributions
23.7%
Higher than 26% of the 2,459 plans $250M to 1B that report it.
= $17,348,822 / $73,102,328
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002111154NAL0000356865001, received 2025-10-02
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002111154NAL0000356865001, received 2025-10-02
Plan terms are not published in public filings.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3H controlled-group sponsor · 3B · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251002111154NAL0000356865001, received 2025-10-02
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MEDICAL SOLUTIONS, L.L.C. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Plan name | MEDICAL SOLUTIONS 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Sponsor EIN / plan number | 91-2184792 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Sponsor location | OMAHA, NE | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Industry (business code) | 561300, Administrative and support and waste management services | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Filing received | 2025-10-02 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Participants, beginning of year | 24,856 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Active participants | 17,074 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Participants, end of year | 27,153 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Participants with an account balance | 17,248 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Total assets, beginning of year | $431,600,349 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Total assets, end of year | $496,216,848 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Net assets, end of year | $496,216,848 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Total income | $141,148,264 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Net income | $63,032,330 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Employer contributions | $17,348,822 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Participant contributions | $48,650,531 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Other contributions (incl. rollovers) | $7,102,975 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Total contributions | $73,102,328 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Benefit payments | $77,404,501 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Total expenses (incl. benefit payments) | $78,115,934 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Total administrative expenses | $660,133 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Contract administrator fees | $600 | Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Recordkeeping fees | $446,991 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| IQPA audit fees | $0 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Investment advisory and management fees | $212,542 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Administrative expenses excluding investment management | $447,591 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Held in master trusts | $0 | Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Held in common/collective trusts | $6,211,510 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Held in mutual funds | $489,240,721 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251002111154NAL0000356865001, received 2025-10-02 |
| Independent auditor | LUTZ | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251002111154NAL0000356865001, received 2025-10-02 |
Position = column in the DOL layout for form year 2024. Filing 20251002111154NAL0000356865001, received 2025-10-02.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONALrecordkeeper | RECORDKEEPER | 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees | $447,591 | yes |
| STRATEGIC ADVISORS, INC. | ADVISOR | 27 Investment advisory (plan) | $157,057 | no |
| USI ADVISORS INC | ADVISOR | 27 Investment advisory (plan) | $55,484 | no |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251002111154NAL0000356865001, received 2025-10-02.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $431,600,349 | $496,216,848 | 15.0% |
| Participants with a balance | 17,376 | 17,248 | -0.7% |
| Administrative expenses | $756,648 | $660,133 | -12.8% |
| Recordkeeping fees per participant | $34.33 | $25.92 | -24.5% |
| Employer contributions | $23,023,341 | $17,348,822 | -24.6% |
Prior filing 20241004144507NAL0022967266001, received 2024-10-04; the plan years are contiguous.
Sponsor name as filed: MEDICAL SOLUTIONS, L.L.C.; SEC registrant: Medical Solutions L.L.C. (CIK 1570357, matched by EIN).