Plan Snapshot
- Plan Sponsor: Merlo Construction Company, INC.
- Sponsor EIN: 382987899
- Sponsor Address: 4964 TECHNICAL DRIVE, MILFORD, MI, 48381
- Plan Type: 401(k)
- Total Participants: 144
- Total Assets: $5.7M
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 | 144 | $5.7M | $309,691 | $559,076 |
| 2023 | 156 | $4.9M | $269,230 | $486,347 |
| 2022 | 133 | $4.0M | $225,520 | $409,822 |
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 |
|---|---|---|---|---|
| YEO & YEO | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- YEO & YEO — 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 | $34,032 | — | — | — | — |
| 2023 | $16,455 | — | — | — | — |
| 2022 | $13,289 | — | — | — | $13,289 |