# Merchantwise Solutions, LLC. 401(k) Plan
Source: https://planprovider.pro/companies/merchantwise-solutions-llc-401k-plan

> Merchantwise Solutions, LLC.'s 401(k) plan: 361 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Merchantwise Solutions, LLC.

- **Sponsor EIN:** 832259738

- **Sponsor Address:** 4501 S. PINEMONT DR., HOUSTON, TX, 77041

- **Plan Type:** 401(k)

- **Total Participants:** 361

- **Total Assets:** $12.1M

## 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|361|$12.1M|$783,067|$2.2M|

| 2023|390|$9.6M|$1.2M|$1.9M|

| 2022|286|$5.2M|$0|$1.7M|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$52,937|—|$52,937|

| WITHUMSMITHBROWN,PC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [WITHUMSMITHBROWN,PC](https://planprovider.pro/provider/withumsmithbrown-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $52,937

- **Estimated Expense Ratio:** 0.437% 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|$52,937|—|—|—|—|

| 2023|$43,043|—|—|—|—|

| 2022|$31,075|—|—|—|—|

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