# Meritage Healthcare, LLC 401(k) Plan
Source: https://planprovider.pro/companies/meritage-healthcare-llc-plan-001

> Meritage Healthcare, LLC's 401(k) plan: 282 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|

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