# Merrill Technologies Group INC 401(k) Plan
Source: https://planprovider.pro/companies/merrill-technologies-group-inc-401k-plan

> Merrill Technologies Group INC's 401(k) plan: 428 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Merrill Technologies Group INC

- **Sponsor EIN:** 382124511

- **Sponsor Address:** 400 FLORENCE ST, SAGINAW, MI, 486021203

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

- **Total Participants:** 428

- **Total Assets:** $46.2M

## 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|428|$46.2M|$1.4M|$2.7M|

| 2023|384|$39.4M|$1.3M|$2.4M|

| 2022|351|$32.4M|$1.3M|$2.1M|

## 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|

| M HOLDINGS SECURITIES, INC.|ADVISOR|$62,186|—|$62,186|

| PAYCHEX, INC.|RECORDKEEPER|$30,423|—|$30,423|

| ERISA FIDUCIARY SERVICES, INC.|CONTRACT ADMINISTRATOR|$8,405|—|$8,405|

| REHMANN ROBSON LLC|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [PAYCHEX, INC.](https://planprovider.pro/provider/paychex) — RECORDKEEPER

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $101,014

- **Estimated Expense Ratio:** 0.219% 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|$101,014|$62,186|$30,423|—|—|

| 2023|$79,162|$50,187|$28,975|—|—|

| 2022|$117,877|$92,933|$24,944|—|—|

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