Plan Snapshot
- Plan Sponsor: Triplepoint Mep Holdings, LLC
- Sponsor EIN: 431794442
- Sponsor Address: 1500 KEMPER MEADOW DRIVE, CINCINNATI, OH, 45240
- Plan Type: 401(k)
- Total Participants: 650
- Total Assets: $48.4M
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. |
|---|---|---|---|---|
| 2023 | 650 | $48.4M | $1.5M | $2.9M |
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 |
|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | Investment Advisor | $100,000 | — | $100,000 |
| FIDELITY INVESTMENTS INSTITUTIONAL | Recordkeeper | $56,324 | — | $56,324 |
| P&M HOLDING GROUP LLP | Auditor | $30,000 | — | $30,000 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- COMMONWEALTH FINANCIAL NETWORK — Investment Advisor
- FIDELITY INVESTMENTS INSTITUTIONAL — Recordkeeper
- P&M HOLDING GROUP LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $186,324
- Estimated Expense Ratio: 0.385% 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 |
|---|---|---|---|---|---|
| 2023 | $96,172 | $53,010 | $300 | $15,000 | — |