# Merit Cro, INC. 401(k) Plan
Source: https://planprovider.pro/companies/merit-cro-inc-811264583-001

> Merit Cro, INC.'s 401(k) plan: 186 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Merit Cro, INC.

- **Sponsor EIN:** 811264583

- **Sponsor Address:** 6527 NORMANDY LANE #100, MADISON, WI, 537191106

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

- **Plan Number:** 001

- **Total Participants:** 186

- **Total Assets:** $8.4M

## 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.|

| 2025|186|$8.4M|$0|$0|

| 2024|115|$6.3M|$268,004|$571,334|

| 2023|83|$3.7M|$232,838|$451,480|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|Recordkeeper|$36,982|—|$36,982|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $36,982

- **Estimated Expense Ratio:** 0.438% 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|

| 2025|$434,563|—|$36,983|—|—|

| 2024|$82,215|—|—|—|—|

| 2023|$135,240|—|—|—|—|

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