# Meketa Investment Group, INC. DC Plan
Source: https://planprovider.pro/companies/meketa-investment-group-inc-plan

> Meketa Investment Group, INC.'s DC plan: 248 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| GRAY, GRAY & GRAY LLP|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|$18,790|—|$18,790|—|—|

| 2023|$17,952|—|—|—|—|

| 2022|$16,604|—|$16,604|—|—|

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