# Merrick & Company 401(k) Plan
Source: https://planprovider.pro/companies/merrick-company-840499702-004

> Merrick & Company's 401(k) plan: 996 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Merrick & Company

- **Sponsor EIN:** 840499702

- **Sponsor Address:** 8051 E. MAPLEWOOD AVE., SUITE 300, GREENWOOD VILLAGE, CO, 80111

- **Plan Type:** 401(k)

- **Plan Number:** 004

- **Total Participants:** 996

- **Total Assets:** $207.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **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|996|$207.8M|$17.1M|$10.0M|

| 2023|962|$182.5M|$6.0M|$9.1M|

| 2022|879|$141.3M|$3.7M|$8.1M|

## 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|

| MILLIMAN, INC.|Recordkeeper|$209,589|—|$209,589|

| COOK STREET CONSULTING|Recordkeeper|$34,250|—|$34,250|

| PRAIRIE CAPITAL ADVISORS|Other Service Provider|$29,469|—|$29,469|

| PLANTE & MORAN, PPL|Other Service Provider|$25,000|—|$25,000|

| CHARLES SCHWABTRUST BANK|Recordkeeper|—|$15,754|$15,754|

| MORGAN STANLEY|Recordkeeper|$11,759|—|$11,759|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MILLIMAN, INC.](https://planprovider.pro/provider/milliman) — Recordkeeper

- [COOK STREET CONSULTING](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

- [CHARLES SCHWABTRUST BANK](https://planprovider.pro/provider/charles-schwab-and-co-inc) — Recordkeeper

- [MORGAN STANLEY](https://planprovider.pro/provider/jp-morgan-asset-management) — Recordkeeper

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $325,821

- **Estimated Expense Ratio:** 0.157% 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|$310,067|$75,478|—|$25,000|—|

| 2023|$296,202|$71,919|—|$20,800|—|

| 2022|$276,226|—|—|—|$276,226|

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