401k Record

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SteadMed Medical 401(k)

Recordkeeping fees per participant · Urgo Medical North America LLC Retirement Plan · plan year 2024

$96.73

Higher than 55% of the 14,075 plans $10 to 50M that report it.

Source

= $14,026 / 145
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260709082511NAL0000269232001, received 2026-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260709082511NAL0000269232001, received 2026-07-09

10th: $10.53median $83.9490th: $217.08

Percentiles compare this plan with the Schedule H plans $10 to 50M 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 2026-07-09.

Cost and contributions

Administrative expenses excluding investment management, per participant

$96.73

10th: $15.36median $118.8890th: $340.63

Higher than 41% of the 24,371 plans $10 to 50M that report it.

Source

= $14,026 / 145
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260709082511NAL0000269232001, received 2026-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260709082511NAL0000269232001, received 2026-07-09

Administrative expenses per participant

$137.50

10th: $26.86median $197.2590th: $456.10

Higher than 35% of the 25,098 plans $10 to 50M that report it.

Source

= $19,938 / 145
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260709082511NAL0000269232001, received 2026-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260709082511NAL0000269232001, received 2026-07-09

Administrative expenses as a share of assets

0.165%

10th: 0.035%median 0.289%90th: 0.599%

Higher than 30% of the 25,132 plans $10 to 50M that report it.

Source

= $19,938 / $12,085,487
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260709082511NAL0000269232001, received 2026-07-09
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260709082511NAL0000269232001, received 2026-07-09

Employer contributions per participant

$4,851

10th: $664median $2,07490th: $4,751

Higher than 91% of the 24,050 plans $10 to 50M that report it.

Source

= $703,378 / 145
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260709082511NAL0000269232001, received 2026-07-09
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260709082511NAL0000269232001, received 2026-07-09

Employer share of total contributions

21.5%

10th: 13.1%median 27.9%90th: 45.2%

Higher than 28% of the 24,084 plans $10 to 50M that report it.

Source

= $703,378 / $3,274,400
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260709082511NAL0000269232001, received 2026-07-09
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260709082511NAL0000269232001, received 2026-07-09

Plan terms, as stated in SteadMed Medical, LLC's SEC filings

Plan terms are not published in public filings.

Plan features

2F ERISA 404(c) plan · 2T default investment (QDIA) · 3D IRS pre-approved plan · 2A age/service-weighted · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 3B · 2E profit-sharing · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20260709082511NAL0000269232001, received 2026-07-09

Full record, Urgo Medical North America LLC Retirement Plan

FieldValueSource
Plan sponsorURGO MEDICAL NORTH AMERICA LLCForm 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20260709082511NAL0000269232001, received 2026-07-09
Plan nameURGO MEDICAL NORTH AMERICA LLC RETIREMENT PLANForm 5500, line 1a; PLAN_NAME pos 16; filing 20260709082511NAL0000269232001, received 2026-07-09
Sponsor EIN / plan number27-3421742 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20260709082511NAL0000269232001, received 2026-07-09
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20260709082511NAL0000269232001, received 2026-07-09
Sponsor locationFORT WORTH, TXForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20260709082511NAL0000269232001, received 2026-07-09
Industry (business code)541990, Professional, scientific, and technical servicesForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20260709082511NAL0000269232001, received 2026-07-09
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20260709082511NAL0000269232001, received 2026-07-09
Filing received2026-07-09Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20260709082511NAL0000269232001, received 2026-07-09
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20260709082511NAL0000269232001, received 2026-07-09
Amended filingyesForm 5500, Part I line B; AMENDED_IND pos 7; filing 20260709082511NAL0000269232001, received 2026-07-09
Participants, beginning of year143Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20260709082511NAL0000269232001, received 2026-07-09
Active participants137Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20260709082511NAL0000269232001, received 2026-07-09
Participants, end of year154Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20260709082511NAL0000269232001, received 2026-07-09
Participants with an account balance145Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20260709082511NAL0000269232001, received 2026-07-09
Total assets, beginning of year$8,439,363Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20260709082511NAL0000269232001, received 2026-07-09
Total assets, end of year$12,085,487Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20260709082511NAL0000269232001, received 2026-07-09
Net assets, end of year$12,085,487Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20260709082511NAL0000269232001, received 2026-07-09
Total income$4,061,924Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20260709082511NAL0000269232001, received 2026-07-09
Net income$3,646,124Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20260709082511NAL0000269232001, received 2026-07-09
Employer contributions$703,378Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20260709082511NAL0000269232001, received 2026-07-09
Participant contributions$1,876,123Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20260709082511NAL0000269232001, received 2026-07-09
Other contributions (incl. rollovers)$694,899Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20260709082511NAL0000269232001, received 2026-07-09
Total contributions$3,274,400Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20260709082511NAL0000269232001, received 2026-07-09
Benefit payments$395,862Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20260709082511NAL0000269232001, received 2026-07-09
Total expenses (incl. benefit payments)$415,800Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20260709082511NAL0000269232001, received 2026-07-09
Total administrative expenses$19,938Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20260709082511NAL0000269232001, received 2026-07-09
Contract administrator fees$0Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20260709082511NAL0000269232001, received 2026-07-09
Recordkeeping fees$14,026Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20260709082511NAL0000269232001, received 2026-07-09
IQPA audit fees$0Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20260709082511NAL0000269232001, received 2026-07-09
Investment advisory and management fees$5,912Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20260709082511NAL0000269232001, received 2026-07-09
Administrative expenses excluding investment management$14,026derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20260709082511NAL0000269232001, received 2026-07-09
Held in master trusts$0Schedule H, line 1c(11) col (b); INT_MASTER_TR_EOY_AMT pos 53; filing 20260709082511NAL0000269232001, received 2026-07-09
Held in common/collective trusts$0Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20260709082511NAL0000269232001, received 2026-07-09
Held in mutual funds$11,598,621Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20260709082511NAL0000269232001, received 2026-07-09
Independent auditorTURNER, STONE & COMPANY, LLPSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20260709082511NAL0000269232001, received 2026-07-09

Position = column in the DOL layout for form year 2024. Filing 20260709082511NAL0000269232001, received 2026-07-09.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
WORLD INVESTMENT ADVISORS LLCADVISOR 27 Investment advisory (plan) $5,762no
FIDELITY INVESTMENTS INSTITUTIONALrecordkeeperRECORDKEEPER 37 Participant loan processing; 60 Sub-transfer agency fees; 64 Recordkeeping fees; 65 Account maintenance fees $1,856yes

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 20260709082511NAL0000269232001, received 2026-07-09.

What changed since the 2023 plan year

Figure20232024Change
Total assets$8,439,363$12,085,48743.2%
Participants with a balance12514516.0%
Administrative expenses$16,897$19,93818.0%
Recordkeeping fees per participantnot reported$96.73
Employer contributions$477,132$703,37847.4%

Prior filing 20240417120242NAL0002475089001, received 2024-04-17; the plan years are contiguous.

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Sponsor name as filed: URGO MEDICAL NORTH AMERICA LLC; SEC registrant: SteadMed Medical, LLC (CIK 1516878, matched by EIN).