# Merical, INC. 401(k) Plan
Source: https://planprovider.pro/companies/merical-inc-401k-plan

> Merical, INC.'s 401(k) plan: 466 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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.](https://planprovider.pro/provider/adp-retirement-services) — RECORD KEEPER

- [GLOBAL RETIREMENT PARTNERS](https://planprovider.pro/provider/global-retirement-partners-llc) — INVESTMENT/FINANCIAL ADVI

- [PENSION ASSURANCE LLP](https://planprovider.pro/provider/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|—|—|—|—|

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