Plan Snapshot
- Plan Sponsor: Meriter Health Systems, INC.
- Sponsor EIN: 391412318
- Sponsor Address: 202 S. PARK STREET, MADISON, WI, 53715
- Plan Type: 401(k)
- Total Participants: 3,454
- Total Assets: $334.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 3,454 | $334.6M | $7.1M | $16.5M |
| 2023 | 3,248 | $297.4M | $6.7M | $15.3M |
| 2022 | 3,146 | $255.6M | $6.5M | $14.7M |
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 |
|---|---|---|---|---|
| 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: $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 | $194,583 | $45,764 | $300 | — | — |
| 2023 | $220,935 | $39,174 | — | — | — |
| 2022 | $205,203 | $24,715 | — | — | — |