Plan Snapshot
- Plan Sponsor: Meadowbrook, INC.
- Sponsor EIN: 381798156
- Sponsor Address: 26255 AMERICAN DRIVE, SOUTHFIELD, MI, 480346112
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
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 | 0 | $0 | $694 | $0 |
| 2023 | 771 | $96.5M | $1.7M | $5.7M |
| 2022 | 757 | $86.9M | $1.7M | $5.3M |
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 |
|---|---|---|---|---|
| ASCENSUS LLC | NONE | $220,916 | $9,216 | $230,132 |
| UBS FINANCIAL SERVICES, INC. | NONE | $192,946 | — | $192,946 |
| GJC CPA'S & ADVISORS | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GJC CPA'S & ADVISORS — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $423,078
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 | $495 | — | $495 | — | — |
| 2023 | $193,431 | $96,473 | $96,958 | — | — |
| 2022 | $165,627 | $75,000 | $90,627 | — | — |