# Meridianlink, INC. 401(k) Plan
Source: https://planprovider.pro/companies/meridianlink-inc-401k-plan-001

> Meridianlink, INC.'s 401(k) plan: 678 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meridianlink, INC.

- **Sponsor EIN:** 824844620

- **Sponsor Address:** 3560 HYLAND AVENUE, COSTA MESA, CA, 92626

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

- **Total Participants:** 678

- **Total Assets:** $64.4M

## 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|678|$64.4M|$1.6M|$6.5M|

| 2023|739|$50.7M|$1.6M|$6.2M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$80,270|—|$80,270|

| NFP RETIREMENT INC|INVESTMENT ADVISOR|$57,233|—|$57,233|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$32,411|—|$32,411|

| BDO|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO](https://planprovider.pro/provider/bdo-usa-pc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $169,914

- **Estimated Expense Ratio:** 0.264% 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|$169,914|$89,644|—|—|—|

| 2023|$151,278|$86,368|—|—|—|

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