Plan Snapshot
- Plan Sponsor: Merisant Us, INC.
- Sponsor EIN: 510397233
- Sponsor Address: 1 SUGAR CREEK CTR BLVD, SUGARLAND, TX, 77478
- Plan Type: 401(k)
- Total Participants: 53
- Total Assets: $19.1M
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 | 53 | $19.1M | $786,568 | $860,891 |
| 2023 | 58 | $17.3M | $431,908 | $845,838 |
| 2022 | 200 | $14.2M | $506,174 | $1.0M |
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 |
|---|---|---|---|---|
| ROTHSCHILD INVESTMENT CORP | ADVISOR | $18,199 | — | $18,199 |
| MORISON COGEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORISON COGEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $18,199
- Estimated Expense Ratio: 0.095% 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 | $18,887 | $18,199 | — | — | — |
| 2023 | $16,314 | $15,401 | — | — | — |
| 2022 | $17,812 | — | — | — | — |