Employers › Meridian Bioscience
Recordkeeping fees per participant · Meridian Bioscience, Inc. Savings & Investment Plan · plan year 2024
$7.62
Higher than 8% of the 5,847 plans $50 to 250M that report it.
= $6,105 / 801
Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003103208NAL0001246033001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003103208NAL0001246033001, received 2025-10-03
Percentiles compare this plan with the Schedule H plans $50 to 250M in assets of the same plan year, excluding final filings; shown only where at least 50 comparable plans report the figure. Plan year 2024-01-01 to 2024-12-31, filing received 2025-10-03.
Administrative expenses excluding investment management, per participant
$207.81
Higher than 86% of the 8,758 plans $50 to 250M that report it.
= $166,457 / 801
derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003103208NAL0001246033001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003103208NAL0001246033001, received 2025-10-03
Administrative expenses per participant
$207.81
Higher than 72% of the 9,042 plans $50 to 250M that report it.
= $166,457 / 801
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003103208NAL0001246033001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003103208NAL0001246033001, received 2025-10-03
Administrative expenses as a share of assets
0.184%
Higher than 65% of the 9,049 plans $50 to 250M that report it.
= $166,457 / $90,456,294
Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003103208NAL0001246033001, received 2025-10-03
assets_eoy: Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003103208NAL0001246033001, received 2025-10-03
Employer contributions per participant
$3,443
Higher than 62% of the 9,105 plans $50 to 250M that report it.
= $2,757,843 / 801
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003103208NAL0001246033001, received 2025-10-03
participants_with_balance: Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003103208NAL0001246033001, received 2025-10-03
Employer share of total contributions
38.3%
Higher than 73% of the 9,112 plans $50 to 250M that report it.
= $2,757,843 / $7,206,290
Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003103208NAL0001246033001, received 2025-10-03
total_contrib: Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003103208NAL0001246033001, received 2025-10-03
Plan terms are described in Meridian Bioscience, Inc.'s SEC filings: Form 11-K filed 2016-06-23 and Form 10-K filed 2022-11-22. No term could be quoted from them with the required precision.
2E profit-sharing · 2F ERISA 404(c) plan · 2G fully participant-directed · 2J 401(k) feature · 2K 401(m) arrangement · 2S pre-approved plan document · 2T default investment (QDIA) · 3D IRS pre-approved plan · 3H controlled-group sponsor · Form 5500, line 8a; TYPE_PENSION_BNFT_CODE pos 81; filing 20251003103208NAL0001246033001, received 2025-10-03
| Field | Value | Source |
|---|---|---|
| Plan sponsor | MERIDIAN BIOSCIENCE, INC. | Form 5500, Part II line 2a; SPONSOR_DFE_NAME pos 19; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Plan name | MERIDIAN BIOSCIENCE, INC. SAVINGS & INVESTMENT PLAN | Form 5500, line 1a; PLAN_NAME pos 16; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Sponsor EIN / plan number | 31-0888197 / 001 | Form 5500, line 2b; SPONS_DFE_EIN pos 44; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Plan type | single-employer | Form 5500, Part I line A; TYPE_PLAN_ENTITY_CD pos 4; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Sponsor location | CINCINNATI, OH | Form 5500, line 2a; SPONS_DFE_MAIL_US_STATE pos 25; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Industry (business code) | 424210, Wholesale trade | Form 5500, line 2d; BUSINESS_CODE pos 46; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Plan year | 2024-01-01 to 2024-12-31 | Form 5500, Part I plan year; FORM_PLAN_YEAR_BEGIN_DATE pos 2; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Filing received | 2025-10-03 | Form 5500, EFAST2 receipt date; DATE_RECEIVED pos 102; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Final filing | no | Form 5500, Part I line B; FINAL_FILING_IND pos 8; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Amended filing | no | Form 5500, Part I line B; AMENDED_IND pos 7; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Participants, beginning of year | 795 | Form 5500, line 5; TOT_PARTCP_BOY_CNT pos 71; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Active participants | 520 | Form 5500, line 6a(2); TOT_ACTIVE_PARTCP_CNT pos 72; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Participants, end of year | 813 | Form 5500, line 6f; TOT_ACT_RTD_SEP_BENEF_CNT pos 77; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Participants with an account balance | 801 | Form 5500, line 6g(2); PARTCP_ACCOUNT_BAL_CNT pos 78; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Total assets, beginning of year | $82,034,960 | Schedule H, Part I line 1f col (a); TOT_ASSETS_BOY_AMT pos 30; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Total assets, end of year | $90,456,294 | Schedule H, Part I line 1f col (b); TOT_ASSETS_EOY_AMT pos 61; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Net assets, end of year | $90,456,294 | Schedule H, line 1l col (b); NET_ASSETS_EOY_AMT pos 67; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Total income | $17,033,458 | Schedule H, Part II line 2d; TOT_INCOME_AMT pos 97; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Net income | $8,421,334 | Schedule H, line 2k; NET_INCOME_AMT pos 111; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Employer contributions | $2,757,843 | Schedule H, Part II line 2a(1)(A); EMPLR_CONTRIB_INCOME_AMT pos 68; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Participant contributions | $4,075,931 | Schedule H, line 2a(1)(B); PARTICIPANT_CONTRIB_AMT pos 69; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Other contributions (incl. rollovers) | $372,516 | Schedule H, line 2a(1)(C); OTH_CONTRIB_RCVD_AMT pos 70; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Total contributions | $7,206,290 | Schedule H, line 2a(3); TOT_CONTRIB_AMT pos 72; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Benefit payments | $8,384,782 | Schedule H, line 2e(4); TOT_DISTRIB_BNFT_AMT pos 101; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Total expenses (incl. benefit payments) | $8,612,124 | Schedule H, line 2j; TOT_EXPENSES_AMT pos 110; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Total administrative expenses | $166,457 | Schedule H, line 2i(12) total administrative expenses; TOT_ADMIN_EXPENSES_AMT pos 109; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Recordkeeping fees | $6,105 | Schedule H, line 2i(3); OTH_RECORDKEEPING_FEES_AMT pos 160; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| IQPA audit fees | $24,750 | Schedule H, line 2i(4); IQPA_AUDIT_FEES_AMT pos 161; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Administrative expenses excluding investment management | $166,457 | derived, admin_expenses (2i(12)) minus invst_mgmt_fees (2i(5)), floored at 0; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Held in common/collective trusts | $7,978,123 | Schedule H, line 1c(9) col (b); INT_COMMON_TR_EOY_AMT pos 51; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Held in mutual funds | $80,286,676 | Schedule H, line 1c(13) col (b); INT_REG_INVST_CO_EOY_AMT pos 55; filing 20251003103208NAL0001246033001, received 2025-10-03 |
| Independent auditor | KATZ, SAPPER & MILLER, LLP | Schedule H, Part III line 3a; ACCOUNTANT_FIRM_NAME pos 116; filing 20251003103208NAL0001246033001, received 2025-10-03 |
Position = column in the DOL layout for form year 2024. Filing 20251003103208NAL0001246033001, received 2025-10-03.
| Provider | Relationship | Service codes | Direct compensation | Indirect |
|---|---|---|---|---|
| KATZ SAPPER & MILLER | ACCOUNTANT | 70 Consulting fees | $10,000 | no |
| KATZ, SAPPER & MILLER | ACCOUNTANT | 70 Consulting fees | $7,750 | no |
| CASSADY SCHILLER CPAS & ADVISORS | ACCOUNTANT | 70 Consulting fees | $7,000 | no |
| MERRILL LYNCH, PIERCE, FENNER AND Srecordkeeper | RECORDKEEPER | 15 Recordkeeping and information management; 52 Investment management fees paid indirectly by plan; 59 Shareholder servicing fees; 60 Sub-transfer agency fees; 62 Float revenue; 63 Distribution (12b-1) fees; 71 Securities brokerage commissions and fees; 72 Other investment fees and expenses | $6,105 | yes |
Schedule C Part I line 2: name (a), service codes (b), relationship (c), direct compensation paid by the plan (d), indirect compensation received (e). Filing 20251003103208NAL0001246033001, received 2025-10-03.
| Figure | 2023 | 2024 | Change |
|---|---|---|---|
| Total assets | $82,034,960 | $90,456,294 | 10.3% |
| Participants with a balance | 778 | 801 | 3.0% |
| Administrative expenses | $149,441 | $166,457 | 11.4% |
| Recordkeeping fees per participant | $7.78 | $7.62 | -2.1% |
| Employer contributions | $2,630,255 | $2,757,843 | 4.9% |
Prior filing 20241009090944NAL0009058771001, received 2024-10-09; the plan years are contiguous.
Sponsor name as filed: MERIDIAN BIOSCIENCE, INC.; SEC registrant: MERIDIAN BIOSCIENCE INC (CIK 794172, matched by EIN).