Plan Snapshot
- Plan Sponsor: Melissa Data Corporation
- Sponsor EIN: 330477743
- Sponsor Address: 22382 AVENIDA EMPRESA, RANCHO SANTA MARGARI, CA, 92688
- Plan Type: 401(k)
- Total Participants: 182
- Total Assets: $26.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 182 | $26.0M | $281,727 | $2.0M |
| 2023 | 165 | $21.2M | $283,992 | $1.8M |
| 2022 | 165 | $16.6M | $270,443 | $1.6M |
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 |
|---|---|---|---|---|
| LPL FINANCIAL LLC | Investment Advisor | $58,267 | — | $58,267 |
| ADP, INC. | Recordkeeper | $24,016 | — | $24,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- LPL FINANCIAL LLC — Investment Advisor
- ADP, INC. — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,283
- Estimated Expense Ratio: 0.316% 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 | $82,283 | $58,492 | — | — | — |
| 2023 | $68,873 | $45,422 | — | — | — |
| 2022 | $62,193 | — | — | — | — |