Plan Snapshot
- Plan Sponsor: Mercer Valve Co., INC.
- Sponsor EIN: 731226246
- Sponsor Address: 9609 N.W. 4TH, OKLAHOMA CITY, OK, 73127
- Plan Type: 401(k)
- Total Participants: 201
- Total Assets: $5.4M
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 | 201 | $5.4M | $2,700 | $439,674 |
| 2023 | 208 | $4.7M | $91,337 | $453,892 |
| 2022 | 207 | $4.4M | $0 | $537,290 |
| 2020 | 238 | $4.1M | $0 | $0 |
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 |
|---|---|---|---|---|
| HOGANTAYLOR LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HOGANTAYLOR LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $33,028 | — | $33,028 | — | — |
| 2023 | $33,534 | — | $33,534 | — | — |
| 2022 | $26,085 | — | $26,085 | — | — |
| 2020 | $36,111 | — | $36,111 | — | — |