Plan Snapshot
- Plan Sponsor: Merlin Industries, INC.
- Sponsor EIN: 222896157
- Sponsor Address: 2904 E STATE ST EXTENSION, HAMILTON, NJ, 08619
- Plan Type: 401(k)
- Total Participants: 297
- Total Assets: $13.9M
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 | 297 | $13.9M | $300,681 | $557,532 |
| 2023 | 282 | $12.5M | $253,889 | $529,595 |
| 2022 | 292 | $11.3M | $344,358 | $526,978 |
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 |
|---|---|---|---|---|
| PRICEKUBECKA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PRICEKUBECKA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $32,472 | $29,292 | — | — | — |
| 2023 | $30,189 | $28,094 | — | — | — |
| 2022 | $27,130 | — | — | — | — |