Plan Snapshot
- Plan Sponsor: Mercer-Zimmerman, INC.
- Sponsor EIN: 480761465
- Sponsor Address: 8981 BOND STREET, OVERLAND PARK, KS, 66214
- Plan Type: 401(k)
- Total Participants: 177
- Total Assets: $19.1M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 177 | $19.1M | $670,386 | $1.0M |
| 2023 | 162 | $15.7M | $1.1M | $1.2M |
| 2022 | 132 | $12.3M | $357,365 | $827,177 |
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 |
|---|---|---|---|---|
| UHY LLP | Auditor | $13,589 | — | $13,589 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- UHY LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $13,589
- Estimated Expense Ratio: 0.071% 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 | $116,638 | $38,612 | $64,437 | $13,589 | — |
| 2023 | $89,256 | $33,190 | $56,066 | — | — |
| 2022 | $75,415 | — | $75,415 | — | — |