Plan Snapshot
- Plan Sponsor: Orion Associates/Meridian Services, INC.
- Sponsor EIN: 200492522
- Sponsor Address: 820 LILAC DR N STE 200, GOLDEN VALLEY, MN, 554224789
- Plan Type: 401(k)
- Total Participants: 682
- Total Assets: $14.1M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 682 | $14.1M | $374,366 | $1.4M |
| 2023 | 592 | $12.4M | $329,942 | $1.2M |
| 2022 | 583 | $10.1M | $282,216 | $1.0M |
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 |
|---|---|---|---|---|
| COPELAND BUHL & COMPANY PLLP | Auditor | — | — | $0 |
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 | $23,552 | — | $23,552 | — | — |
| 2023 | $25,251 | — | $25,251 | — | — |
| 2022 | $14,847 | — | $14,847 | — | — |