# Meruelo Group LLC 401(k) Plan
Source: https://planprovider.pro/companies/meruelo-group-llc-401k-plan

> Meruelo Group LLC's 401(k) plan: 3,458 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Meruelo Group LLC

- **Sponsor EIN:** 901017707

- **Sponsor Address:** 9550 FIRESTONE BLVD STE 105, DOWNEY, CA, 902415560

- **Plan Type:** 401(k)

- **Total Participants:** 3,458

- **Total Assets:** $124.5M

## 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|3,458|$124.5M|$2.7M|$12.5M|

| 2023|6,026|$109.2M|$2.5M|$12.3M|

## 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|

| EMPOWER ANNUITY INSURANCE COMPANY|RECORDKEEPER|$118,376|—|$118,376|

| MARILYN RYDING|OTHER|$64,000|—|$64,000|

| BAKER TILLY US LLP|AUDITOR|$22,000|—|$22,000|

| BAKER TILLY US, LLP|Auditor|$22,000|—|$22,000|

| THE RETIREMENT COMPANY INC DBA THE|CONSULTING|$11,500|—|$11,500|

| CAPITAL SYNERGY PARTNERS|BROKER/ADVISER|—|$10,644|$10,644|

| EMPOWER ADVISORY GROUP, LLC|INVESTMENT MGMT|$7,985|—|$7,985|

### Verified Provider Profiles

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

- [BAKER TILLY US LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — AUDITOR

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/baker-tilly-us-llp) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $256,505

- **Estimated Expense Ratio:** 0.206% 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|$224,355|$19,485|—|$22,000|—|

| 2023|$210,978|$206|$29,000|—|—|

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

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