How big is 680319856's plan?

680319856's plan reported $84K in assets and 38 participants for 2024.

Original filing (PDF)20250604103918NAL0030319970001

680319856

Name: 680319856 — Meridian University 401(k) Plan, Form 5500 (2024)
Creator: 680319856
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meridian University 401(k) Plan

401(k) retirement plan · 680319856's Meridian University 401(k) Plan held $84K in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Robert GALL signed 680319856's 2024 Form 5500 as plan administrator.

Robert GALL — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

680319856's EIN is 68-0319856.

EIN 68-0319856

Plan number 001

Plan year 2024

ACK ID 20250604103918NAL0030319970001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 680319856 from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

680319856's plan includes ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (20th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

680319856

EIN

all filings

Address

548 MARKET ST · PMB 92003 · SAN FRANCISCO, CA · 94104

Phone

(707) 806-0668

Industry

Educational Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-04

Pension benefit codes

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)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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