Plan Snapshot
- Plan Sponsor: Merical, INC.
- Sponsor EIN: 952393500
- Sponsor Address: 2995 E MIRALOMA AVENUE, ANAHEIM, CA, 92806
- Plan Type: 401(k)
- Total Participants: 466
- Total Assets: $12.4M
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 | 466 | $12.4M | $444,423 | $1.5M |
| 2023 | 468 | $10.9M | $424,368 | $1.4M |
| 2022 | 510 | $8.3M | $398,834 | $1.3M |
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 |
|---|---|---|---|---|
| ADP, INC. | RECORD KEEPER | $55,129 | — | $55,129 |
| GLOBAL RETIREMENT PARTNERS | INVESTMENT/FINANCIAL ADVI | $24,131 | — | $24,131 |
| PENSIONMARK FINANCIAL GROUP, LLC | INVESTMENT/FINANCIAL ADVI | $17,933 | — | $17,933 |
| PENSION ASSURANCE LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ADP, INC. — RECORD KEEPER
- GLOBAL RETIREMENT PARTNERS — INVESTMENT/FINANCIAL ADVI
- PENSION ASSURANCE LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $97,193
- Estimated Expense Ratio: 0.782% 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 | $97,193 | $42,064 | — | — | — |
| 2023 | $78,615 | $30,634 | — | — | — |
| 2022 | $65,284 | — | — | — | — |