How big is Meridian Management Services L's plan?

Meridian Management Services L's plan reported $2.2M in assets and 1,116 participants for 2023.

Original filing (PDF)20241013113335NAL0024727521001

Meridian Management Services L

Name: Meridian Management Services L — Meridian Management, Form 5500 (2023)
Creator: Meridian Management Services L
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Meridian Management Services L 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Meridian Management Services L's Meridian Management Services L 401(k) Profit Sharing Plan & Trust held $2.2M in plan assets for 1,116 participants in 2023, with Paychex as recordkeeper.

Signals · 2

Possibly inadequate fidelity bond~202 bps in Sched C fees

Active participants

1,116

Accounts w/ balance

184

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Meridian Management Services L's EIN is 45-5239311.

EIN 45-5239311

Plan number 001

Plan year 2023

ACK ID 20241013113335NAL0024727521001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Meridian Management Services L from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Meridian Management Services L's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERIDIAN MANAGEMENT SERVICES L.

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How this plan invests

This plan

1 pooled trust

Schedule D

22 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Average plan with room to improve

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (8th percentile).
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).
Bottom-decile employer contributions per participant (5th percentile).

Plan sponsor

Name

MERIDIAN MANAGEMENT SERVICES L

EIN

all filings

Address

260 N PALM STREET · BREA, CA · 92821

Phone

(888) 309-0022

Industry

Health Care & Social Assistance

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-13

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Audit & trust (Schedule H)

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
PAYCHEX, INC.	16-1124166	ROCHESTER, NY	RECORDKEEPER	$17K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
LEVELIZED COMPENSATION ADVISOR	—	—	INVESTMENT ADVISORY	$6K	—

Investments

22 direct securities · 1 pooled fund· $2.2M(100% of reported assets)

Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.

Other securities

$1.5M

11 holdings

Common Collective Trusts

$576K

8 holdings

Mutual Funds

$139K

3 holdings

Common Collective Trust

$18K

1 holding

					% of plan
State Street Global Advisors Equity Index 500 Fund Mutual Fund	Common Collective Trusts	—	—	$347K	15.7%
State Street Target Retirement Fund 2035 Class K Mutual Fund	Other securities	—	—	$283K	12.8%
State Street Target Retirement Fund 2055 Class K Mutual Fund	Other securities	—	—	$206K	9.3%
State Street Target Retirement Fund 2045 Class K Mutual Fund	Other securities	—	—	$201K	9.1%
State Street Target Retirement Fund 2020 Class K Mutual Fund	Other securities	—	—	$190K	8.6%
State Street Target Retirement Fund 2050 Class K Mutual Fund	Other securities	—	—	$186K	8.4%
Vanguard Growth Index Fund Admiral Shares Mutual Fund	Common Collective Trusts	—	—	$147K	6.7%
State Street Target Retirement Fund 2040 Class K Mutual Fund	Other securities	—	—	$147K	6.7%
State Street Target Retirement Fund 2060 Class K Mutual Fund	Other securities	—	—	$104K	4.7%
State Street Target Retirement Fund 2030 Class K Mutual Fund	Other securities	—	—	$95K	4.3%
Fidelity Mid Cap Index Mutual Fund	Mutual Funds	—	—	$71K	3.2%
State Street Aggregate Bond Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$44K	2.0%
Vanguard Small Cap Growth Admiral Fund Mutual Fund	Mutual Funds	—	—	$37K	1.7%
State Street Target Retirement Fund 2025 Class K Mutual Fund	Other securities	—	—	$30K	1.4%
Vanguard Balanced Index Admiral Fund Mutual Fund	Mutual Funds	—	—	$30K	1.4%
METLIFE GAC SERIES 25053 0 RELIANCE TRUST · EIN 46-6625485 / PN 001	Common Collective Trust	—	—	$18K	0.8%
State Street Global Advisors All Cap Equity Fund Mutual Fund	Other securities	—	—	$18K	0.8%
Fidelity Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$10K	0.4%
Vanguard Value Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	0.4%
Vanguard Small Cap Index Fund Mutual Fund	Common Collective Trusts	—	—	$8K	0.4%
iShares MSCI EAFE International Index Fund Class K Mutual Fund	Common Collective Trusts	—	—	$7K	0.3%
State Street Target Retirement Fund Class K Mutual Fund	Other securities	—	—	$7K	0.3%
TIAA-CREF Equity Index Fund Institutional Class Mutual Fund	Common Collective Trusts	—	—	$4K	0.2%