# Melton & Melton, LLP DC Plan
Source: https://planprovider.pro/companies/melton-melton-llp-plan

> Melton & Melton, LLP's DC plan: 138 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Melton & Melton, LLP

- **Sponsor EIN:** 741550819

- **Sponsor Address:** ONE OAK PARK, HOUSTON, TX, 77072

- **Plan Type:** DC

- **Total Participants:** 138

- **Total Assets:** $41.8M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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|138|$41.8M|$921,679|$1.3M|

| 2023|125|$37.0M|$844,800|$1.2M|

| 2022|107|$29.9M|$791,436|$1.1M|

## 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|

| VRAKAS CPA'S|Auditor|$11,000|—|$11,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [VRAKAS CPA'S](https://planprovider.pro/provider/vrakas-cpas-advisors) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $11,000

- **Estimated Expense Ratio:** 0.026% 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|$50,093|$3,364|—|$11,000|—|

| 2023|$3,871|$3,221|—|—|—|

| 2022|$525,670|—|-$17,667|—|—|

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