Plan Snapshot
- Plan Sponsor: Meridian Bioscience, INC.
- Sponsor EIN: 310888197
- Sponsor Address: 3471 RIVER HILLS DRIVE, CINCINNATI, OH, 45244
- Plan Type: 401(k)
- Total Participants: 520
- Total Assets: $90.5M
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 | 520 | $90.5M | $2.8M | $4.1M |
| 2023 | 500 | $82.0M | $2.6M | $3.7M |
| 2022 | 487 | $74.9M | $2.9M | $3.5M |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | $24,750 | — | $24,750 |
| KATZ SAPPER & MILLER | ACCOUNTANT | $10,000 | — | $10,000 |
| KATZ, SAPPER & MILLER | ACCOUNTANT | $7,750 | — | $7,750 |
| CASSADY SCHILLER CPAS & ADVISORS | ACCOUNTANT | $7,000 | — | $7,000 |
| MERRILL LYNCH, PIERCE, FENNER AND S | RECORDKEEPER | $6,105 | — | $6,105 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $55,605
- Estimated Expense Ratio: 0.061% 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 | $166,457 | — | — | $24,750 | — |
| 2023 | $149,441 | — | — | $10,000 | — |
| 2022 | $150,295 | — | — | — | $15,500 |