Plan Snapshot
- Plan Sponsor: Mercury Technologies, INC
- Sponsor EIN: 822557284
- Sponsor Address: 333 BUSH ST, SAN FRANCISCO, CA, 94104
- Plan Type: 401(k)
- Total Participants: 658
- Total Assets: $43.3M
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 | 658 | $43.3M | $4.1M | $7.7M |
| 2023 | 466 | $23.5M | $3.0M | $5.5M |
| 2022 | 344 | $9.6M | $1.5M | $2.9M |
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 | $21,843 | — | $21,843 |
| KEITER CPA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $21,843
- Estimated Expense Ratio: 0.050% 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 | $24,690 | $2,847 | — | — | — |
| 2023 | $12,380 | — | — | — | — |
| 2022 | $1,516 | $3,080 | — | — | — |