Plan Snapshot
- Plan Sponsor: Meduri Farms, INC.
- Sponsor EIN: 930864674
- Sponsor Address: 12375 SMITHFIELD RD., DALLAS, OR, 97338
- Plan Type: 401(k)
- Total Participants: 192
- Total Assets: $10.7M
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 | 192 | $10.7M | $316,269 | $517,624 |
| 2023 | 210 | $9.8M | $414,350 | $539,453 |
| 2022 | 214 | $9.1M | $466,215 | $635,707 |
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 |
|---|---|---|---|---|
| ALDRICH WEALTH, LP | INVESTMENT ADVISOR | $43,338 | — | $43,338 |
| PRIME RETIREMENT SOLUTIONS INC | TPA | $11,100 | — | $11,100 |
| JOHN HANCOCK LIFE INSURANCE COMPANY | RECORD KEEPER | $7,374 | — | $7,374 |
| MEIHAUS CPA, PC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ALDRICH WEALTH, LP — INVESTMENT ADVISOR
- JOHN HANCOCK LIFE INSURANCE COMPANY — RECORD KEEPER
- MEIHAUS CPA, PC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $61,812
- Estimated Expense Ratio: 0.578% 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 | $89,816 | $43,338 | $35,378 | — | — |
| 2023 | $82,393 | $37,775 | $32,118 | — | — |
| 2022 | $97,094 | $44,980 | $52,114 | — | — |