# Merck & Co., INC. 401(k) Plan
Source: https://planprovider.pro/companies/merck-co-inc-136366355-001

> Merck & Co., INC.'s 401(k) plan: 0 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [JENNISON ASSOCIATES LLC](https://planprovider.pro/provider/alight-solutions) — 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|—|—|—|

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