Plan Snapshot
- Plan Sponsor: Merrill Gardens, LLC
- Sponsor EIN: 911738695
- Sponsor Address: 1938 FAIRVIEW AVENUE, SUITE 300, SEATTLE, WA, 98102
- Plan Type: 401(k)
- Total Participants: 2,857
- Total Assets: $50.4M
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 | 2,857 | $50.4M | $2.6M | $5.6M |
| 2023 | 2,898 | $43.1M | $2.4M | $5.3M |
| 2022 | 2,660 | $34.9M | $2.2M | $4.8M |
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 |
|---|---|---|---|---|
| CLARK NUBER PS | Auditor | — | — | $0 |
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 | $271,138 | $80,436 | $190,702 | — | — |
| 2023 | $241,477 | $80,208 | $161,269 | — | — |
| 2022 | $188,267 | $37,302 | $150,965 | — | — |