Plan Snapshot
- Plan Sponsor: Merritt Trailers, INC.
- Sponsor EIN: 474306348
- Sponsor Address: 9339 BRIGHTON RD, HENDERSON, CO, 806408229
- Plan Type: 401(k)
- Total Participants: 255
- Total Assets: $15.5M
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 | 255 | $15.5M | $445,183 | $1.0M |
| 2023 | 226 | $14.4M | $443,644 | $933,662 |
| 2022 | 204 | $12.9M | $109,361 | $872,592 |
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 | $9,134 | — | $9,134 |
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: $9,134
- Estimated Expense Ratio: 0.059% 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 | $77,877 | — | $68,743 | $9,134 | — |
| 2023 | $87,275 | — | $59,115 | $28,160 | — |
| 2022 | $67,943 | $24,478 | $23,215 | — | $20,250 |