# Meadows & Ohly, LLC 401(k) Plan
Source: https://planprovider.pro/companies/meadows-ohly-llc-401k-plan

> Meadows & Ohly, LLC's 401(k) plan: 193 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meadows & Ohly, LLC

- **Sponsor EIN:** 260011698

- **Sponsor Address:** 1125 SANCTUARY PARKWAY SUITE 410, ALPHARETTA, GA, 30009

- **Plan Type:** 401(k)

- **Total Participants:** 193

- **Total Assets:** $16.0M

## 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|193|$16.0M|$665,557|$1.3M|

| 2023|165|$15.0M|$545,067|$1.1M|

| 2022|126|$12.7M|$423,763|$847,080|

## 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|

| IMA ADVISORY SERVICES INC|INVESTMENT ADVISOR|$37,563|—|$37,563|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$21,228|—|$21,228|

| BAKER TILLY US, LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $58,791

- **Estimated Expense Ratio:** 0.369% 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|$58,854|$37,601|—|—|—|

| 2023|$51,714|$33,081|—|—|—|

| 2022|$48,464|$29,699|$18,765|—|—|

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