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

> Meridian Group INC&#39;s 401(k) plan: 178 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meridian Group INC

- **Sponsor EIN:** 391619028

- **Sponsor Address:** 2249 PINEHURST DR, MIDDLETON, WI, 53562

- **Plan Type:** 401(k)

- **Total Participants:** 178

- **Total Assets:** $12.9M

## 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|178|$12.9M|$275,512|$560,693|

| 2023|179|$11.8M|$276,245|$540,294|

| 2022|171|$9.8M|$268,811|$509,048|

## 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|

| SVA CERTIFIED PUBLIC ACCOUNTANTS|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|$60,237|—|—|—|—|

| 2023|$55,370|—|—|—|—|

| 2022|$54,589|—|—|—|—|

## Similar Plans

- [Phoenix Investors A Limited Liability Company](https://planprovider.pro/companies/phoenix-investors-a-limited-liability-company-401k-plan) — 186 participants

- [Wisconsin Management Company, In](https://planprovider.pro/companies/wisconsin-management-company-in-401k-plan) — 136 participants

- [Legacy3 INC.](https://planprovider.pro/companies/legacy3-inc-401k-plan) — 2 participants

- [Kloo INC](https://planprovider.pro/companies/kloo-inc-plan) — 1 participants

- [Vander Heyden Investments INC.](https://planprovider.pro/companies/vander-heyden-investments-inc-401k-plan) — 1 participants

- [Jay'S Northern Investments Corp](https://planprovider.pro/companies/jay-s-northern-investments-corp-401k-plan) — 1 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/meridian-group-inc-401k-plan)

&copy; 2026 PlanProvider.Pro
