Plan Snapshot
- Plan Sponsor: Mercatalyst, INC.
- Sponsor EIN: 461686747
- Sponsor Address: 4717 PLANO PARKWAY, CARROLLTON, TX, 75010
- Plan Type: 401(k)
- Total Participants: 113
- Total Assets: $6.2M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 113 | $6.2M | $266,160 | $460,141 |
| 2023 | 94 | $4.9M | $269,171 | $480,656 |
| 2022 | 116 | $4.0M | $285,765 | $481,238 |
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 |
|---|---|---|---|---|
| INTELLICENTS | NONE | $16,272 | — | $16,272 |
| THE VANGUARD GROUP, INC. | NONE | $10,636 | — | $10,636 |
| THE CJ CPA GROUP, PLLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- INTELLICENTS — NONE
- THE VANGUARD GROUP, INC. — NONE
- THE CJ CPA GROUP, PLLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $26,908
- Estimated Expense Ratio: 0.434% 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 | $26,908 | $16,272 | $10,636 | — | — |
| 2023 | $19,962 | $12,460 | $7,502 | — | — |
| 2022 | $10,938 | $7,616 | $3,322 | — | — |