Plan Snapshot
- Plan Sponsor: Meditology Services, LLC
- Sponsor EIN: 274027666
- Sponsor Address: 5256 PEACHTREE ROAD, STE 190, ATLANTA, GA, 30341
- Plan Type: 401(k)
- Total Participants: 97
- Total Assets: $4.6M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 97 | $4.6M | $0 | $658,114 |
| 2023 | 118 | $3.8M | $0 | $696,110 |
| 2022 | 173 | $2.6M | $0 | $630,835 |
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 |
|---|---|---|---|---|
| ALERA INVESTMENT ADVISORS LLC | SERVICE PROVIDER | — | $15,345 | $15,345 |
| VOYA RETIREMENT INSURANCE & ANNUITY | SERVICE PROVIDER | $5,086 | — | $5,086 |
| CLIFTONLARSONALLEN, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALERA INVESTMENT ADVISORS LLC — SERVICE PROVIDER
- CLIFTONLARSONALLEN, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $20,431
- Estimated Expense Ratio: 0.442% 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 | $5,086 | $1,011 | $3,925 | — | — |
| 2023 | $2,248 | $598 | $1,300 | — | — |
| 2022 | $2,018 | — | — | — | — |