Plan Snapshot
- Plan Sponsor: Medallion Management, INC.
- Sponsor EIN: 382033680
- Sponsor Address: 834 KING HIGHWAY, SUITE 100, KALAMAZOO, MI, 49001
- Plan Type: 401(k)
- Total Participants: 197
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 197 | $7.3M | $183,849 | $313,167 |
| 2023 | 197 | $6.5M | $176,608 | $297,823 |
| 2022 | 199 | $5.5M | $163,535 | $259,355 |
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 |
|---|---|---|---|---|
| CLARK SCHAEFER HACKETT & CO | Auditor | — | — | $0 |
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 | $4,724 | — | $4,724 | — | — |
| 2023 | $3,655 | — | $3,655 | — | — |
| 2022 | $13,623 | — | $13,623 | — | — |