# Meriton, LLC 401(k) Plan
Source: https://planprovider.pro/companies/meriton-llc-401k-plan

> Meriton, LLC's 401(k) plan: 1,519 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$116,990|—|$116,990|

| WOODBURY FINANCIAL SERVICES INC|ADVISOR|$78,513|—|$78,513|

| OSAIC WEALTH INC|ADVISOR|$38,981|—|$38,981|

| PRICE KUBECKA, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [OSAIC WEALTH INC](https://planprovider.pro/provider/royal-alliance-associates-inc) — ADVISOR

- [PRICE KUBECKA, LLC](https://planprovider.pro/provider/pricekubecka-pllc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $234,484

- **Estimated Expense Ratio:** 0.139% 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|$234,483|$117,493|$300|—|—|

| 2023|$165,653|$85,984|—|—|—|

| 2022|$120,330|—|—|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/meriton-llc-401k-plan)

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