K2 Medical Holding 401(k) match, vesting and fees
What K2 Medical Holding's 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Principal Life Insurance Company | Schedule C ↗ |
| Independent auditor | Baker Tilly US, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 3,569 defined-contribution plans in professional, scientific, and technical services with 100 to 499 participants.
| K2 Medical Holding: employer contribution per participant | $2,923 | |
| Peer median | $2,719 |
| K2 Medical Holding: average balance | $25,675 | |
| Peer median | $85,424 |
| K2 Medical Holding: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.27% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $3.5M at the end of plan year 2024 to $7.8M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 309 | $7.8M | $883K | $2,923 | 0.45% | Not published | Form 5500 ↗ |
| 2024 | 248 | $3.5M | $607K | $2,509 | 0.44% | Not published | Form 5500 ↗ |
Common questions
Does K2 Medical Holding match 401(k) contributions?
The match terms for the K2 Medical Research LLC 401(k) Plan have not been published from its filing yet. The plan year 2025 filing reports $883K in employer contributions, about $2,923 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the K2 Medical Holding 401(k) match vested?
The vesting schedule for the K2 Medical Research LLC 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the K2 Medical Holding 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is Principal Life Insurance Company. The plan administrator is K2 Medical Holding Company LLC.
I left K2 Medical Holding. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (K2 Medical Holding Company LLC, (407) 782-7441) or the recordkeeper, Principal Life Insurance Company. The K2 Medical Holding old 401(k) page lists the contacts from every plan filing. Find an old K2 Medical Holding 401(k)
Data from the public Form 5500 annual reports K2 Medical Holding filed with the U.S. Department of Labor (plan years 2024 and 2025) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with K2 Medical Holding. Not financial advice. Report a correction · Methodology