Plan Snapshot
- Plan Sponsor: Medallion Instrumentation Systems, LLC
- Sponsor EIN: 432029057
- Sponsor Address: 17150 HICKORY STREET, SPRING LAKE, MI, 49456
- Plan Type: 401(k)
- Total Participants: 137
- Total Assets: $17.6M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 137 | $17.6M | $278,308 | $594,137 |
| 2023 | 145 | $16.9M | $314,822 | $620,976 |
| 2022 | 161 | $14.9M | $276,022 | $593,483 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $79,077 | $49,623 | $15,420 | — | — |
| 2023 | $72,003 | $45,584 | $15,181 | — | — |
| 2022 | $55,030 | $50,786 | $4,244 | — | — |