# Melville Management Corporation 401(k) Plan
Source: https://planprovider.pro/companies/melville-management-corporation-401k-plan

> Melville Management Corporation&#39;s 401(k) plan: 162 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Melville Management Corporation

- **Sponsor EIN:** 133892338

- **Sponsor Address:** 767 5TH AVE FL 42, NEW YORK, NY, 10153

- **Plan Type:** 401(k)

- **Total Participants:** 162

- **Total Assets:** $27.7M

## 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|162|$27.7M|$2.0M|$2.1M|

| 2023|137|$21.4M|$1.9M|$1.9M|

| 2022|116|$15.5M|$1.5M|$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|

| FIDELITY WORKPLACE SERVICES, LLC|RECORDKEEPER|$8,517|—|$8,517|

| CBIZ CPAS P.C.|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $8,517

- **Estimated Expense Ratio:** 0.031% 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|$8,517|—|—|—|—|

| 2023|$35,076|—|—|—|—|

| 2022|$731|—|—|—|—|

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