Employers › SteadyMD
Recordkeeping fees per participant · Steadymd, Inc. 401(k) Plan · plan year 2024
$83.31
Higher than 55% of the 7,477 plans $1 to 10M that report it.
= $9,830 / 118
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015163206NAL0002637059003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015163206NAL0002637059003, received 2025-10-15
Percentiles compare this plan with the Schedule H plans $1 to 10M 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 2025-10-15.
Administrative expenses excluding investment management, per participant
$83.31
Higher than 43% of the 14,713 plans $1 to 10M that report it.
= $9,830 / 118
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015163206NAL0002637059003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015163206NAL0002637059003, received 2025-10-15
Administrative expenses per participant
$133.30
Higher than 45% of the 15,210 plans $1 to 10M that report it.
= $15,729 / 118
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015163206NAL0002637059003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015163206NAL0002637059003, received 2025-10-15
Administrative expenses as a share of assets
0.626%
Higher than 61% of the 15,243 plans $1 to 10M that report it.
= $15,729 / $2,514,536
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015163206NAL0002637059003, received 2025-10-15
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015163206NAL0002637059003, received 2025-10-15
Employer contributions per participant
$25
Higher than 1% of the 13,342 plans $1 to 10M that report it.
= $2,897 / 118
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015163206NAL0002637059003, received 2025-10-15
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015163206NAL0002637059003, received 2025-10-15
Employer share of total contributions
0.4%
Higher than 1% of the 13,370 plans $1 to 10M that report it.
= $2,897 / $701,251
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015163206NAL0002637059003, received 2025-10-15
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015163206NAL0002637059003, received 2025-10-15
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 · 2T default investment (QDIA) · 3D IRS pre-approved plan · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251015163206NAL0002637059003, received 2025-10-15
| Field | Value | Source |
|---|---|---|
| Plan sponsor | STEADYMD, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Plan name | STEADYMD, INC. 401(K) PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Sponsor EIN / plan number | 81-1780240 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Sponsor location | ST. LOUIS, MO | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Industry (business code) | 621399, Health care and social assistance | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Filing received | 2025-10-15 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Participants, beginning of year | 312 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Active participants | 167 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Participants, end of year | 202 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Participants with an account balance | 118 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Total assets, beginning of year | $2,194,110 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Total assets, end of year | $2,514,536 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Net assets, end of year | $2,514,536 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Total income | $1,027,156 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Net income | $292,185 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Employer contributions | $2,897 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Participant contributions | $698,354 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Total contributions | $701,251 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Benefit payments | $719,242 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Total expenses (incl. benefit payments) | $734,971 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Total administrative expenses | $15,729 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Recordkeeping fees | $9,830 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Investment advisory and management fees | $5,899 | Schedule H, line 2i(5); INVST_MGMT_FEES_AMT pos 107; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Administrative expenses excluding investment management | $9,830 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Held in common/collective trusts | $110,881 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Held in mutual funds | $2,338,568 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251015163206NAL0002637059003, received 2025-10-15 |
| Independent auditor | ALEXANDER & WILLIAMS, LLC | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251015163206NAL0002637059003, received 2025-10-15 |
Position = column in the DOL layout for form year 2024. Filing 20251015163206NAL0002637059003, received 2025-10-15.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICESrecordkeeper | NONE | 15 Recordkeeping and information management; 37 Participant loan processing; 38 Participant communication | $9,830 | yes |
| RENAISSANCE FINANCIAL CORP. | NONE | 27 Investment advisory (plan) | $5,899 | no |
| CHARLES SCHWAB & CO., INC. | NONE | 59 Shareholder servicing fees | $0 | yes |
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 20251015163206NAL0002637059003, received 2025-10-15.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $2,194,110 | $2,514,536 | 14.6% |
| Participants with a balance | 130 | 118 | -9.2% |
| Administrative expenses | $4,835 | $15,729 | 225.3% |
| Recordkeeping fees per participant | $24.35 | $83.31 | 242.1% |
| Employer contributions | $286,428 | $2,897 | -99.0% |
Prior filing 20241015092818NAL0016057955001, received 2024-10-15; the plan years are contiguous.
Sponsor name as filed: STEADYMD, INC.; SEC registrant: SteadyMD, Inc. (CIK 1671756, matched by EIN).