Plan Snapshot
- Plan Sponsor: Medallion Management, INC.
- Sponsor EIN: 382033680
- Sponsor Address: 834 KING HIGHWAY, SUITE 100, KALAMAZOO, MI, 49001
- Plan Type: Health & Welfare
- Plan Number: 502
- Total Participants: 83
- Total Assets: $7
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 83 | $7 | $0 | $0 |
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 |
|---|---|---|---|---|
| THE BENECON GROUP, LLC | Investment Advisor | $100,900 | — | $100,900 |
| NULTY INSURANCE | Investment Advisor | $37,030 | — | $37,030 |
| MERITAIN HEALTH | Other Service Provider | $9,582 | — | $9,582 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $147,512
- Estimated Expense Ratio: 2107314.286% 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 |
|---|---|---|---|---|---|
| 2025 | $1,901,953 | — | — | — | — |