2023 Form 5500 filing — Trimedx Holdings, LLC Retirement Plan
Plain-English filing 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, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20241004131110NAL0006720611001) for Trimedx Holdings, LLC Retirement Plan, reported by Trimedx Holdings, LLC under EIN 45-4807500 and plan number 001. It reports 4,165 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20241004131110NAL0006720611001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Trimedx Holdings, LLC
- EIN
- 45-4807500
- Plan number
- 001
- Location
- Indianapolis, IN
- Participants
- 4,165
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $209,750,834
- Net assets (EOY)
- $209,750,834
- Employer contributions
- $11,175,293
- Participant contributions
- $18,788,979
- Total income / additions
- $63,553,791
- Benefits paid
- $21,759,349
- Administrative expenses
- $525,067
- Total expenses
- $22,286,722
- Net increase / (decrease)
- $41,267,069
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Transamerica Retirement Solutions | RECORD KEEPER | $417,577 | $0 |
| Kestra Investment Services LLC | INVESTMENT ADVISOR | $82,500 | not reported in the loaded dataset |
| Blue & Co | AUDITOR | $24,920 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |