Plan Snapshot
- Plan Sponsor: Meketa Investment Group, INC.
- Sponsor EIN: 042659023
- Sponsor Address: 80 UNIVERSITY AVE, WESTWOOD, MA, 02090
- Plan Type: DC
- Total Participants: 248
- Total Assets: $56.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: Yes
- 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 | 248 | $56.3M | $2.0M | $3.3M |
| 2023 | 243 | $47.9M | $1.8M | $3.0M |
| 2022 | 244 | $39.3M | $1.8M | $2.8M |
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 |
|---|---|---|---|---|
| STANCORP FINANCIAL GROUP | Recordkeeper | $18,715 | $5,508 | $24,223 |
| RELIANCE | Recordkeeper | — | $7,578 | $7,578 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- STANCORP FINANCIAL GROUP — Recordkeeper
- RELIANCE — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $31,801
- Estimated Expense Ratio: 0.057% 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 | $18,790 | — | $18,790 | — | — |
| 2023 | $17,952 | — | — | — | — |
| 2022 | $16,604 | — | $16,604 | — | — |