Plan Snapshot
- Plan Sponsor: Merlin Entertainments Group Us, LLC
- Sponsor EIN: 133894317
- Sponsor Address: 8529 SOUTH PARK CIRCLE, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 3,878
- Total Assets: $70.5M
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 | 3,878 | $70.5M | $2.4M | $4.8M |
| 2023 | 3,773 | $59.6M | $2.3M | $4.4M |
| 2022 | 4,071 | $48.0M | $2.4M | $4.3M |
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 |
|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | RECORD KEEPER | $179,413 | — | $179,413 |
| MMC SECURITIES, LLC | BROKER | $30,000 | — | $30,000 |
| BDO, USA LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TRANSAMERICA RETIREMENT SOLUTIONS — RECORD KEEPER
- BDO, USA LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $209,413
- Estimated Expense Ratio: 0.297% 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 | $209,413 | $30,000 | — | — | — |
| 2023 | $177,385 | $30,000 | — | — | — |
| 2022 | $162,119 | $30,000 | — | — | — |