# Meridian Management Services L DC Plan
Source: https://planprovider.pro/companies/meridian-management-services-l-plan

> Meridian Management Services L's DC plan: 1,116 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2023.

## Plan Snapshot

- **Plan Sponsor:** Meridian Management Services L

- **Sponsor EIN:** 455239311

- **Sponsor Address:** 260 N PALM STREET, BREA, CA, 92821

- **Plan Type:** DC

- **Total Participants:** 1,116

- **Total Assets:** $2.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **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.|

| 2023|1,116|$2.2M|$0|$637,287|

| 2022|1,000|$1.6M|$0|$538,076|

## 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|

| PAYCHEX, INC.|RECORDKEEPER|$34,820|—|$34,820|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$30,510|—|$30,510|

| LEVELIZED COMPENSATION ADVISOR|INVESTMENT ADVISORY|$12,058|—|$12,058|

| GOLDEN STATE WEALTH MANAGMENT|ADVISOR|$11,870|—|$11,870|

| HW&CO.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

- [HW&CO.](https://planprovider.pro/provider/hwandco) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $89,258

- **Estimated Expense Ratio:** 4.043% 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|

| 2023|$42,805|$12,827|$29,118|—|—|

| 2022|$41,024|$14,367|$26,657|—|—|

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