# Merlin Entertainments Group Us, LLC 401(k) Plan
Source: https://planprovider.pro/companies/merlin-entertainments-group-us-llc-401k-plan

> Merlin Entertainments Group Us, LLC's 401(k) plan: 3,878 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/transamerica) — RECORD KEEPER

- [BDO, USA LLP](https://planprovider.pro/provider/bdo-usa-pc) — 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|—|—|—|

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