Plan Snapshot
- Plan Sponsor: Meyer Tool, INC.
- Sponsor EIN: 310874289
- Sponsor Address: 3055 COLERAIN AVE, CINCINNATI, OH, 452251827
- Plan Type: 401(k)
- Plan Number: 505
- Total Participants: 1,207
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2025 | 1,207 | $0 | $0 | $0 |
| 2024 | 1,224 | $0 | $0 | $0 |
| 2023 | 566 | $0 | $0 | $0 |
| 2022 | 296 | $0 | $0 | $0 |
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 |
|---|---|---|---|---|
| MEDICAL BENEFITS ADMINISTRATORS INC | Other Service Provider | $134,478 | — | $134,478 |
| PAYER COMPASS | Other Service Provider | $28,777 | — | $28,777 |
| PHIA GROUP CONSULTING, LLC | Other Service Provider | $12,779 | — | $12,779 |
| MEDICAL BENEFITS MUTUAL LIFE INS | Other Service Provider | $9,486 | — | $9,486 |
| SHERRILL D. MORGAN AGENCY | Investment Advisor | $8,002 | — | $8,002 |
| AMERICAN HEALTH HOLDING INC. | Other Service Provider | $5,638 | — | $5,638 |
| EMPLOYER ADVISORY SERVICES, LLC | Investment Advisor | $5,113 | — | $5,113 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $204,273
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 |
|---|---|---|---|---|---|
| 2025 | — | — | — | — | — |
| 2024 | — | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |