Plan Snapshot
- Plan Sponsor: First Meridian Services INC.
- Sponsor EIN: 753165102
- Sponsor Address: 8231 E PRENTICE AVE, GREENWOOD VILLAGE, CO, 80111
- Plan Type: 401(k)
- Total Participants: 904
- Total Assets: $5.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 904 | $5.7M | $72,361 | $1.2M |
| 2023 | 740 | $4.2M | $7,177 | $818,317 |
| 2022 | 520 | $3.0M | $0 | $517,904 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| CBIZ INVESTMENT ADVISORY | Other Service Provider | $15,150 | — | $15,150 |
| CBIZ BENEFITS & INSURANCE | Other Service Provider | $10,100 | $2,310 | $12,410 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $27,560
- Estimated Expense Ratio: 0.482% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $47,400 | $25,250 | $20,750 | — | — |
| 2023 | $27,156 | — | — | — | — |
| 2022 | $25,825 | — | $25,825 | — | — |