Plan Snapshot
- Plan Sponsor: Meriton, LLC
- Sponsor EIN: 833801275
- Sponsor Address: 8081 ROYAL RIDGE PARKWAY, IRVING, TX, 750632768
- Plan Type: 401(k)
- Total Participants: 1,519
- Total Assets: $168.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,519 | $168.4M | $10.9M | $14.3M |
| 2023 | 1,116 | $124.8M | $6.5M | $9.8M |
| 2022 | 704 | $62.3M | $3.9M | $5.6M |
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 |
|---|---|---|---|---|
| PRICE KUBECKA, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICE KUBECKA, LLC — 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 | $234,483 | $117,493 | $300 | — | — |
| 2023 | $165,653 | $85,984 | — | — | — |
| 2022 | $120,330 | — | — | — | — |