Plan Snapshot
- Plan Sponsor: Merrell Bros., INC.
- Sponsor EIN: 351681490
- Sponsor Address: 8811 WEST 500 NORTH, KOKOMO, IN, 46901
- Plan Type: 401(k)
- Total Participants: 204
- Total Assets: $8.5M
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 | 204 | $8.5M | $148,689 | $870,126 |
| 2023 | 167 | $6.9M | $136,962 | $741,056 |
| 2022 | 160 | $5.2M | $102,923 | $579,990 |
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 |
|---|---|---|---|---|
| KATZ, SAPPER & MILLER, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- KATZ, SAPPER & MILLER, LLP — 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 | $68,954 | $49,563 | $3,170 | — | — |
| 2023 | $52,700 | $37,696 | — | — | — |
| 2022 | $51,224 | $33,937 | $17,287 | — | — |