Plan Snapshot
- Plan Sponsor: Meissner Filtration Products, INC.
- Sponsor EIN: 770213143
- Sponsor Address: 1001 FLYNN ROAD, CAMARILLO, CA, 93012
- Plan Type: 401(k)
- Total Participants: 535
- Total Assets: $31.2M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 535 | $31.2M | $1.6M | $2.6M |
| 2023 | 555 | $24.3M | $1.4M | $2.3M |
| 2022 | 536 | $17.2M | $1.1M | $1.8M |
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 |
|---|---|---|---|---|
| KEEFER PENSION CONSULTING, INC. | Investment Advisor | $159,991 | — | $159,991 |
| TRANSAMERICA RETIREMENT SOLUTIONS,L | Recordkeeper | $70,294 | — | $70,294 |
| HICKS PENSION SERVICES-SAN LUIS OBI | Investment Advisor | $30,938 | — | $30,938 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS,L — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $261,223
- Estimated Expense Ratio: 0.836% 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 | $263,166 | — | — | — | — |
| 2023 | $164,529 | — | — | — | — |
| 2022 | $140,436 | $140,436 | — | — | — |