# Medical Review Institute Of America 401(k) Plan
Source: https://planprovider.pro/companies/medical-review-institute-of-america-401k-plan

> Medical Review Institute Of America's 401(k) plan: 513 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Medical Review Institute Of America

- **Sponsor EIN:** 870515201

- **Sponsor Address:** 2875 DECKER LAKE DRIVE, #300, SALT LAKE CITY, UT, 84119

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

- **Total Participants:** 513

- **Total Assets:** $24.8M

## 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|513|$24.8M|$635,612|$3.5M|

| 2023|405|$20.2M|$594,038|$2.7M|

| 2022|328|$15.1M|$427,557|$2.1M|

## 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|

| LPL FINANCIAL|INVESTMENT ADVISOR|$49,049|—|$49,049|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$39,047|—|$39,047|

| WC ADMINISTRATORS, LLC|CONTRACT ADMINISTORS|$24,861|—|$24,861|

| LEAFHOUSE FINANCIAL ADVISORS, LLC|3(38) FIDUCIARY|$10,928|—|$10,928|

| TRAVELLER & COMPANY, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [TRAVELLER & COMPANY, LLC](https://planprovider.pro/provider/traveller-and-company-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $123,885

- **Estimated Expense Ratio:** 0.501% 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|$115,311|—|$104,873|—|—|

| 2023|$95,841|—|$84,666|—|—|

| 2022|$92,536|—|$82,486|—|$10,050|

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