Plan Snapshot
- Plan Sponsor: Melrose North America, INC.
- Sponsor EIN: 271799313
- Sponsor Address: 1180 PEACHTREE STREET NE, ATLANTA, GA, 30309
- Plan Type: 401(k)
- Total Participants: 5
- Total Assets: $31.6M
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 | 5 | $31.6M | $59,099 | $198,050 |
| 2023 | 6 | $31.9M | $68,826 | $280,104 |
| 2022 | 8 | $28.6M | $53,117 | $126,068 |
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 |
|---|---|---|---|---|
| CROWE 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 | $17,417 | $1,428 | — | — | — |
| 2023 | $1,509 | $941 | — | — | — |
| 2022 | $34,757 | $394 | — | — | — |