Plan Snapshot
- Plan Sponsor: Meridian Capital Group, LLC
- Sponsor EIN: 522165605
- Sponsor Address: 1 BATTERY PARK, 26TH FLOOR, NEW YORK, NY, 10004
- Plan Type: DC
- Total Participants: 263
- Total Assets: $19.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 263 | $19.9M | $0 | $1.3M |
| 2023 | 395 | $19.7M | $0 | $1.6M |
| 2022 | 377 | $16.7M | $0 | $1.5M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $6,453 | — | $6,453 |
| FASTEM HALBERSTAM | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- FASTEM HALBERSTAM — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $6,453
- Estimated Expense Ratio: 0.032% 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 | $6,453 | — | — | — | — |
| 2023 | $3,695 | — | — | — | — |
| 2022 | $2,950 | — | — | — | — |