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Original filing (PDF)20250916124952NAL0003052800001
MERIDIAN SERVICES GROUP, LLC
Form 5500
FILING_RECEIVED
MERIDIAN SERVICES GROUP, LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
1 failed disclosure
Active participants
167
Accounts w/ balance
174
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
96
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
85
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- 1 Schedule C provider failed to disclose compensation.
Helping the score
- Below-peer total fees (18 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERIDIAN SERVICES GROUP, LLC.
Plan sponsor
Name
MERIDIAN SERVICES GROUP, LLC
EIN
84-2556709
Address
1021 PARKSIDE COMMONS SUITE 103 · GREENSBORO, GA · 30642
Phone
(678) 533-4419
Industry
Engineering Services· Professional & Technical Servicessee all
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
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2R · Participant-directed brokerage (SDBA)
Audit & trust (Schedule H)
Auditor
MOORE COLSON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $3K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ELEMENT WEALTH LLC | 20-4821221 | — | ADVISOR | $11K | — |
Failed / refused disclosures (Sched C Part 2)
| Provider | Nondisclosure info |
|---|---|
| — | — |
Investments
31 direct securities · 1 pooled fund· $8.2M(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.
Uncategorized
$8.0M
31 holdings
Common Collective Trust
$259K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Freedom 2025 Fund K6 Registered Investment Company | — | — | — | $1.2M | 15.6% | |
| Fidelity Freedom 2015 Fund K6 Registered Investment Company | — | — | — | $894K | 11.2% | |
| Fidelity Freedom 2045 Fund K6 Registered Investment Company | — | — | — | $819K | 10.3% | |
| Fidelity Freedom 2030 Fund K6 Registered Investment Company | — | — | — | $803K | 10.1% | |
| Fidelity 500 Index Fund Registered Investment Company | — | — | — | $688K | 8.6% | |
| Fidelity Freedom 2020 Fund K6 Registered Investment Company | — | — | — | $605K | 7.6% | |
| JPMorgan Large Cap Growth Fund R6 Registered Investment Company | — | — | — | $579K | 7.3% | |
| Fidelity Freedom 2035 Fund K6 Registered Investment Company | — | — | — | $476K | 6.0% | |
| Fidelity Freedom 2050 Fund K6 Registered Investment Company | — | — | — | $463K | 5.8% | |
| Common Collective Trust - Federated Hermes Capital Preservation Common Collective Trust | — | — | — | $259K | 3.2% | |
| FH CAP PRESRVN R6P FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | — | $259K | 3.2% | |
| Self-Directed Brokerage Accounts - * BrokerageLink Self-Directed Brokerage Accounts | — | — | — | $169K | 2.1% | |
| Fidelity Freedom 2055 Fund K6 Registered Investment Company | — | — | — | $135K | 1.7% | |
| Group Annuity Contract - Standard Guaranteed Fixed Interest Group Annuity Contract | — | — | — | $128K | 1.6% | |
| Fidelity Freedom 2060 Fund K6 Registered Investment Company | — | — | — | $119K | 1.5% | |
| American Funds The Bond Fund of America Fund R6 Registered Investment Company | — | — | — | $109K | 1.4% | |
| JPMorgan U.S. Value Fund R6 Registered Investment Company | — | — | — | $80K | 1.0% | |
| Fidelity Freedom 2040 Fund K6 Registered Investment Company | — | — | — | $79K | 1.0% | |
| Fidelity Mid Cap Index Fund Registered Investment Company | — | — | — | $72K | 0.9% | |
| Fidelity Freedom 2065 Fund K6 Registered Investment Company | — | — | — | $39K | 0.5% | |
| Fidelity Government Money Market Fund Class K6 Registered Investment Company ** 26 * Fidelity Government Money Market Fund Registered Investment Company | — | — | — | $35K | 0.4% | |
| Causeway International Value Institutional Fund Registered Investment Company | — | — | — | $33K | 0.4% | |
| Fidelity Small Cap Index Fund Registered Investment Company | — | — | — | $32K | 0.4% | |
| PGIM High Yield Fund R6 Registered Investment Company | — | — | — | $24K | 0.3% | |
| American Funds New World Fund R6 Registered Investment Company | — | — | — | $22K | 0.3% | |
| PIMCO Income Institutional Fund Registered Investment Company | — | — | — | $18K | 0.2% | |
| Fidelity Freedom Income Fund K6 Registered Investment Company ** 191 * Fidelity Global ex US Index Fund Registered Investment Company | — | — | — | $14K | 0.2% | |
| BlackRock Inflation Protected Bond Fund K Registered Investment Company | — | — | — | $13K | 0.2% | |
| Fidelity International Capital Appreciation Fund K6 Registered Investment Company | — | — | — | $10K | 0.1% | |
| AB Discovery Growth Fund Z Registered Investment Company | — | — | — | $8K | <0.1% | |
| Fidelity Freedom 2010 Fund K6 Registered Investment Company | — | — | — | $5K | <0.1% | |
| First Eagle Global Fund Registered Investment Company | — | — | — | $1K | <0.1% |
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