Plan Snapshot
- Plan Sponsor: Memorial Medical Group
- Sponsor EIN: 263328413
- Sponsor Address: 500 LONDON AVENUE, MARYSVILLE, OH, 43040
- Plan Type: 401(k)
- Total Participants: 149
- Total Assets: $9.5M
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 | 149 | $9.5M | $461,204 | $754,177 |
| 2023 | 133 | $8.1M | $434,784 | $651,513 |
| 2022 | 121 | $6.8M | $347,081 | $596,607 |
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 |
|---|---|---|---|---|
| BLUE & COMPANY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BLUE & COMPANY — Auditor
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 | $690 | — | $690 | — | — |
| 2023 | $1,588 | — | $1,588 | — | — |
| 2022 | $4,124 | — | $4,124 | — | — |