# Meridian Capital Group, LLC DC Plan
Source: https://planprovider.pro/companies/meridian-capital-group-llc-plan

> Meridian Capital Group, LLC's DC plan: 263 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [FASTEM HALBERSTAM](https://planprovider.pro/provider/fasten-halberstam-llp) — 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|—|—|—|—|

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