Plan Snapshot
- Plan Sponsor: Merck & Co., INC.
- Sponsor EIN: 136366355
- Sponsor Address: 126 EAST LINCOLN AVENUE, RAHWAY, NJ, 07065
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 0
- Total Assets: $11.3B
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 0 | $11.3B | $0 | $0 |
| 2023 | 0 | $11.6B | $0 | $0 |
| 2022 | 0 | $10.5B | $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 |
|---|---|---|---|---|
| FISHER INVESTMENTS | Recordkeeper | $3,908,337 | — | $3,908,337 |
| WELLINGTON MANAGEMENT COMPANY, LLP | Other Service Provider | $2,943,956 | — | $2,943,956 |
| WELLINGTON TRUST CO | Other Service Provider | $2,619,687 | — | $2,619,687 |
| JENNISON ASSOCIATES LLC | Recordkeeper | $2,566,196 | — | $2,566,196 |
| ARROWSTREET CAPITAL, LP | Other Service Provider | $1,660,281 | — | $1,660,281 |
| STRATEGIC GLOBAL ADVISORS LLC | Other Service Provider | $1,444,681 | — | $1,444,681 |
| NEWTON INVESTMENT MANAGEMENT NORTH | Other Service Provider | $1,335,769 | — | $1,335,769 |
| LEEWARD INVESTMENTS, LLC | Other Service Provider | $1,310,736 | — | $1,310,736 |
| T. ROWE PRICE ASSOCIATES, INC. | Other Service Provider | $1,245,367 | — | $1,245,367 |
| MFS INSTITUTIONAL ADVISORS, INC. | Other Service Provider | $1,192,253 | — | $1,192,253 |
| NISA INVESTMENT ADVISORS | Other Service Provider | $1,128,215 | — | $1,128,215 |
| MONDRIAN INVESTMENT GROUP (US) INC | Other Service Provider | $1,121,580 | — | $1,121,580 |
| INCOME RESEARCH + MANAGEMENT | Other Service Provider | $1,103,735 | — | $1,103,735 |
| ALLSPRING GLOBAL INVESTMENTS | Other Service Provider | $1,023,979 | — | $1,023,979 |
| PUGH CAPITAL MANAGEMENT, INC. | Other Service Provider | $686,370 | — | $686,370 |
| CHANNING CAPITAL MANAGEMENT, LLC | Other Service Provider | $639,067 | — | $639,067 |
| DIMENSIONAL FUND ADVISORS LP | Other Service Provider | $536,858 | — | $536,858 |
| ARIEL INVESTMENTS, LLC | Other Service Provider | $531,620 | — | $531,620 |
| THE BANK OF NEW YORK MELLON | Other Service Provider | $521,256 | — | $521,256 |
| ABRDN INC. | Other Service Provider | $412,350 | — | $412,350 |
| STATE STREET GLOBAL ADVISOR TRUSTCO | Other Service Provider | $235,836 | — | $235,836 |
| MSCI, INC. | Other Service Provider | $5,331 | — | $5,331 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FISHER INVESTMENTS — Recordkeeper
- JENNISON ASSOCIATES LLC — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $28,173,460
- Estimated Expense Ratio: 0.250% 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 | $28,368,904 | $27,593,098 | — | — | — |
| 2023 | $27,784,369 | $26,674,091 | — | — | — |
| 2022 | $32,066,819 | $31,538,504 | — | — | — |