# Service By Medallion 401(k) Plan
Source: https://planprovider.pro/companies/service-by-medallion-942537238-002

> Service By Medallion's 401(k) plan: 163 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Service By Medallion

- **Sponsor EIN:** 942537238

- **Sponsor Address:** 455 NATIONAL AVENUE, MOUNTAIN VIEW, CA, 940432219

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

- **Plan Number:** 002

- **Total Participants:** 163

- **Total Assets:** $14.0M

## 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.|

| 2025|163|$14.0M|$0|$0|

| 2024|141|$11.8M|$399,928|$808,110|

| 2023|120|$9.4M|$361,232|$746,443|

| 2022|110|$9.2M|$318,080|$638,472|

## 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|

| RAYMOND JAMES FINANCIAL SERVICES|Investment Advisor|$18,433|$3|$18,436|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$15,138|—|$15,138|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $33,574

- **Estimated Expense Ratio:** 0.239% 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|

| 2025|$950,103|$18,433|$15,138|—|—|

| 2024|$28,140|$15,431|$12,709|—|—|

| 2023|$3,434|—|$3,434|—|—|

| 2022|$14,343|$13,708|$635|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/service-by-medallion-942537238-002)

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