# Mercatalyst, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mercatalyst-inc-401k-plan

> Mercatalyst, INC.'s 401(k) plan: 113 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/intellicents-inc) — NONE

- [THE VANGUARD GROUP, INC.](https://planprovider.pro/provider/the-vanguard-group-inc) — NONE

- [THE CJ CPA GROUP, PLLC](https://planprovider.pro/provider/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|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mercatalyst-inc-401k-plan)

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