401k Record

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Stereotaxis 401(k)

Administrative expenses excluding investment management, per participant · Stereotaxis, Inc. Employees Savings Trust · plan year 2024

$480.14

Higher than 96% of the 24,371 plans $10 to 50M that report it.

Source

= $67,220 / 140
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014165534NAL0006876690001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165534NAL0006876690001, received 2025-10-14

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

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 2025-10-14.

Cost and contributions

Recordkeeping fees per participant

not reported

Not reported on this filing.

Administrative expenses per participant

$480.14

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

Higher than 92% of the 25,098 plans $10 to 50M that report it.

Source

= $67,220 / 140
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165534NAL0006876690001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165534NAL0006876690001, received 2025-10-14

Administrative expenses as a share of assets

0.399%

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

Higher than 69% of the 25,132 plans $10 to 50M that report it.

Source

= $67,220 / $16,843,978
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165534NAL0006876690001, received 2025-10-14
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014165534NAL0006876690001, received 2025-10-14

Employer contributions per participant

$1,831

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

Higher than 43% of the 24,050 plans $10 to 50M that report it.

Source

= $256,402 / 140
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165534NAL0006876690001, received 2025-10-14
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165534NAL0006876690001, received 2025-10-14

Employer share of total contributions

21.4%

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

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

Source

= $256,402 / $1,197,637
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165534NAL0006876690001, received 2025-10-14
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014165534NAL0006876690001, received 2025-10-14

Plan terms, as stated in Stereotaxis, Inc.'s SEC filings

Employer match

“Company offers employees the opportunity to participate in a 401(k) plan and matches employee contributions up to 3% of each participating”

Form 10-K filed 2026-03-12, for the year ended 2025-12-31 · benefits note, 10-K benefits note · source document

Terms quoted from the filing for the year ended 2025-12-31. Figures cover plan year 2024. The plan document governs.

Plan features

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 20251014165534NAL0006876690001, received 2025-10-14

Full record, Stereotaxis, Inc. Employees Savings Trust

FieldValueSource
Plan sponsorSTEREOTAXIS, INC.Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251014165534NAL0006876690001, received 2025-10-14
Plan nameSTEREOTAXIS, INC. EMPLOYEES SAVINGS TRUSTForm 5500, line 1a; PLAN_NAME pos 16; filing 20251014165534NAL0006876690001, received 2025-10-14
Sponsor EIN / plan number94-3120386 / 001Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251014165534NAL0006876690001, received 2025-10-14
Plan typesingle-employerForm 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251014165534NAL0006876690001, received 2025-10-14
Sponsor locationST. LOUIS, MOForm 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251014165534NAL0006876690001, received 2025-10-14
Industry (business code)339110, ManufacturingForm 5500, line 2d; BUSINESS_CODE pos 46; filing 20251014165534NAL0006876690001, received 2025-10-14
Plan year2024-01-01 to 2024-12-31Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251014165534NAL0006876690001, received 2025-10-14
Filing received2025-10-14Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251014165534NAL0006876690001, received 2025-10-14
Final filingnoForm 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251014165534NAL0006876690001, received 2025-10-14
Amended filingnoForm 5500, Part I line B; AMENDED_IND pos 7; filing 20251014165534NAL0006876690001, received 2025-10-14
Participants, beginning of year132Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251014165534NAL0006876690001, received 2025-10-14
Active participants117Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251014165534NAL0006876690001, received 2025-10-14
Participants, end of year158Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251014165534NAL0006876690001, received 2025-10-14
Participants with an account balance140Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251014165534NAL0006876690001, received 2025-10-14
Total assets, beginning of year$15,214,620Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251014165534NAL0006876690001, received 2025-10-14
Total assets, end of year$16,843,978Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251014165534NAL0006876690001, received 2025-10-14
Net assets, end of year$16,843,978Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251014165534NAL0006876690001, received 2025-10-14
Total income$3,138,630Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251014165534NAL0006876690001, received 2025-10-14
Net income$1,629,750Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251014165534NAL0006876690001, received 2025-10-14
Employer contributions$256,402Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251014165534NAL0006876690001, received 2025-10-14
Participant contributions$904,904Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251014165534NAL0006876690001, received 2025-10-14
Other contributions (incl. rollovers)$36,331Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251014165534NAL0006876690001, received 2025-10-14
Total contributions$1,197,637Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251014165534NAL0006876690001, received 2025-10-14
Benefit payments$1,400,494Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251014165534NAL0006876690001, received 2025-10-14
Total expenses (incl. benefit payments)$1,508,880Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251014165534NAL0006876690001, received 2025-10-14
Total administrative expenses$67,220Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251014165534NAL0006876690001, received 2025-10-14
Contract administrator fees$67,220Schedule H, line 2i(2); CONTRACT_ADMIN_FEES_AMT pos 106; filing 20251014165534NAL0006876690001, received 2025-10-14
Administrative expenses excluding investment management$67,220derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251014165534NAL0006876690001, received 2025-10-14
Held in mutual funds$16,410,112Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251014165534NAL0006876690001, received 2025-10-14
Independent auditorSFW PARTNERS, LLCSchedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251014165534NAL0006876690001, received 2025-10-14

Position = column in the DOL layout for form year 2024. Filing 20251014165534NAL0006876690001, received 2025-10-14.

Service providers paid directly by the plan

ProviderRelationshipService codesDirect compensationIndirect
EMPOWER ANNUITY INS CO OF AMERICArecordkeeperRECORDKEEPER 64 Recordkeeping fees $65,216yes
PLANCORP LLCINVESTMENT ADVISOR 27 Investment advisory (plan) $39,654no
BENEFIT PLANS PLUS, LLCCONTRACT ADMIN 13 Contract administrator $7,412no
EMPOWER ADVISORY GROUP, LLCINVESTMENT MGMT 28 Investment management $817no

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 20251014165534NAL0006876690001, received 2025-10-14.

What changed since the 2023 plan year

Figure20232024Change
Total assets$15,214,620$16,843,97810.7%
Participants with a balance12414012.9%
Administrative expenses$60,672$67,22010.8%
Recordkeeping fees per participantnot reportednot reported
Employer contributions$258,544$256,402-0.8%

Prior filing 20241015142631NAL0014837187001, received 2024-10-15; the plan years are contiguous.

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Sponsor name as filed: STEREOTAXIS, INC.; SEC registrant: Stereotaxis, Inc. (CIK 1289340, matched by EIN).