Plan Snapshot
- Plan Sponsor: Merative Us L.P.
- Sponsor EIN: 881430661
- Sponsor Address: 100 PHOENIX DRIVE, SUITE 100, UNITED STATES, MI, 48108
- Plan Type: 401(k)
- Total Participants: 1,244
- Total Assets: $117.6M
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. |
|---|---|---|---|---|
| 2024 | 1,244 | $117.6M | $6.2M | $21.5M |
| 2023 | 1,309 | $82.7M | $18.0M | $24.4M |
| 2022 | 1,627 | $27.6M | $28,196 | $11.6M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | $11,629 | — | $11,629 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $11,629
- Estimated Expense Ratio: 0.010% 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 |
|---|---|---|---|---|---|
| 2024 | $77,306 | $14,840 | $300 | $11,629 | — |
| 2023 | $22,495 | $10,215 | — | — | — |
| 2022 | $2,134 | $959 | — | — | — |