Plan Snapshot
- Plan Sponsor: Mercurialis Holdings, LLC
- Sponsor EIN: 261517124
- Sponsor Address: 3205 NE HUNTINGTON LANE, ANKENY, IA, 500219613
- Plan Type: 401(k)
- Total Participants: 499
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 499 | $1.4M | $214,749 | $411,979 |
| 2023 | 302 | $864,458 | $149,886 | $282,112 |
| 2022 | 161 | $324,040 | $57,471 | $128,800 |
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 |
|---|---|---|---|---|
| MARTENS AND COMPANY, CPA, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MARTENS AND COMPANY, CPA, 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 | $40,450 | — | $40,450 | — | — |
| 2023 | $15,130 | — | $15,130 | — | — |
| 2022 | — | — | — | — | — |