# Medallion Instrumentation Systems, LLC 401(k) Plan
Source: https://planprovider.pro/companies/medallion-instrumentation-systems-llc-plan

> Medallion Instrumentation Systems, LLC's 401(k) plan: 137 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|

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