Plan Snapshot
- Plan Sponsor: Meridian Behavioral Health, LLC D/B/A Eosis
- Sponsor EIN: 205394048
- Sponsor Address: 550 MAIN STREET, NEW BRIGHTON, MN, 55112
- Plan Type: 401(k)
- Total Participants: 545
- Total Assets: $10.1M
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 | 545 | $10.1M | $0 | $819,548 |
| 2023 | 492 | $10.4M | $0 | $840,415 |
| 2022 | 474 | $9.1M | $0 | $775,461 |
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 |
|---|---|---|---|---|
| BOULAY GROUP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BOULAY GROUP — 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 | $99,804 | — | — | — | — |
| 2023 | $49,948 | — | — | — | — |
| 2022 | $217,309 | — | — | — | — |