Plan Snapshot
- Plan Sponsor: Medve Group INC
- Sponsor EIN: 431174502
- Sponsor Address: 1411 W.WALNUT HILL LANE, IRVING, TX, 75038
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $5.9M
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 | 171 | $5.9M | $156,555 | $476,518 |
| 2023 | 164 | $4.8M | $155,964 | $415,575 |
| 2022 | 151 | $3.8M | $130,513 | $373,673 |
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 |
|---|---|---|---|---|
| EEPB | 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 | $7,862 | $2,054 | — | — | — |
| 2023 | $6,448 | $1,923 | — | — | — |
| 2022 | $5,257 | — | — | — | — |