Plan Snapshot
- Plan Sponsor: Meade Holdings, LLC
- Sponsor EIN: 473250673
- Sponsor Address: PO BOX 6195, JOHNSON CITY, TN, 37602
- Plan Type: 401(k)
- Total Participants: 235
- Total Assets: $11.3M
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 | 235 | $11.3M | $515,313 | $762,003 |
| 2023 | 240 | $11.8M | $716,855 | $1.4M |
| 2022 | 389 | $10.5M | $980,632 | $1.4M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | NONE | $50,246 | — | $50,246 |
| SHEPHERD FINANCIAL INVESTMENT ADVIS | NONE | $40,542 | — | $40,542 |
| BROWN EDWARDS & COMPANY LLP | Auditor | $40,542 | — | $40,542 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — NONE
- SHEPHERD FINANCIAL INVESTMENT ADVIS — NONE
- BROWN EDWARDS & COMPANY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $131,330
- Estimated Expense Ratio: 1.158% 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 | $90,788 | — | $50,246 | $40,542 | — |
| 2023 | $101,722 | $46,356 | $55,366 | — | — |
| 2022 | $106,620 | — | $106,620 | — | — |