# Mericle Construction, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mericle-construction-inc-401k-plan

> Mericle Construction, INC.&#39;s 401(k) plan: 328 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mericle Construction, INC.

- **Sponsor EIN:** 232522306

- **Sponsor Address:** 100 BALTIMORE DRIVE, WILKES BARRE, PA, 18702

- **Plan Type:** 401(k)

- **Total Participants:** 328

- **Total Assets:** $46.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|328|$46.2M|$1.5M|$2.0M|

| 2023|330|$39.4M|$1.4M|$1.8M|

| 2022|310|$31.6M|$1.3M|$1.6M|

## 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|

| JACOBI CAPITAL MANAGMENT LLC|REGISTERED INV ADVISOR|$55,265|—|$55,265|

| THE PARAGON ALLIANCE GROUP LLC|TPA|$5,210|—|$5,210|

| KRONICK KALADA BERDY & CO., P.C.|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JACOBI CAPITAL MANAGMENT LLC](https://planprovider.pro/provider/jacobi-capital-management-llc) — REGISTERED INV ADVISOR

- [KRONICK KALADA BERDY & CO., P.C.](https://planprovider.pro/provider/kronick-kalada-berdy-and-co-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $60,475

- **Estimated Expense Ratio:** 0.131% 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|$141,478|$55,265|$86,184|—|—|

| 2023|$112,594|$43,299|$69,295|—|—|

| 2022|$102,198|$39,560|$58,308|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/mericle-construction-inc-401k-plan)

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