# Merrell Bros., INC. 401(k) Plan
Source: https://planprovider.pro/companies/merrell-bros-inc-401k-plan

> Merrell Bros., INC.'s 401(k) plan: 204 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/katz-sapper-and-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|—|—|

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