# Meridian Bioscience, INC. 401(k) Plan
Source: https://planprovider.pro/companies/meridian-bioscience-inc-401k-plan

> Meridian Bioscience, INC.'s 401(k) plan: 520 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/katz-sapper-and-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|

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