Plan Snapshot
- Plan Sponsor: Meridian Executive Services LLC
- Sponsor EIN: 205946937
- Sponsor Address: 1443 WEST 800 NORTH SUITE 103, OREM, UT, 84057
- Plan Type: 401(k)
- Total Participants: 2,087
- Total Assets: $18.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 2,087 | $18.9M | $875,182 | $1.5M |
| 2023 | 1,671 | $14.2M | $686,350 | $1.2M |
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 |
|---|---|---|---|---|
| HINTON BURDICK | Auditor | — | — | $0 |
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 | $76,383 | $54,284 | — | — | — |
| 2023 | $65,566 | $47,822 | — | — | — |