Plan Snapshot
- Plan Sponsor: Merrill Iron & Steel, INC.
- Sponsor EIN: 390989700
- Sponsor Address: 900 ALDERSON ST., SCHOFIELD, WI, 54476
- Plan Type: 401(k)
- Total Participants: 456
- Total Assets: $39.2M
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 | 456 | $39.2M | $739,879 | $1.9M |
| 2023 | 378 | $34.5M | $622,656 | $1.6M |
| 2022 | 355 | $29.6M | $520,156 | $1.3M |
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 |
|---|---|---|---|---|
| CLIFTONLARSONALLEN LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN 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 | $118,750 | $80,362 | — | — | — |
| 2023 | $94,200 | $69,641 | — | — | — |
| 2022 | $93,011 | $81,125 | — | — | — |