Plan Snapshot
- Plan Sponsor: Meritage Healthcare, LLC
- Sponsor EIN: 770547036
- Sponsor Address: 15472 CHEMICAL LANE, HUNTINGTON BEACH, CA, 92649
- Plan Type: 401(k)
- Total Participants: 282
- Total Assets: $8.5M
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 | 282 | $8.5M | $133,038 | $223,360 |
| 2023 | 229 | $8.0M | $157,265 | $279,185 |
| 2022 | 241 | $7.1M | $201,732 | $384,225 |
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 |
|---|---|---|---|---|
| NEWPORT GROUP, INC. | NONE | $21,897 | — | $21,897 |
| AMERIPRISE FINANCIAL | NONE | $21,377 | — | $21,377 |
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $43,274
- Estimated Expense Ratio: 0.508% 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 | $34,301 | $12,404 | $21,897 | — | — |
| 2023 | $58,030 | $34,892 | $21,413 | — | — |
| 2022 | $59,564 | $36,450 | $19,469 | — | $3,645 |