Plan Snapshot
- Plan Sponsor: Mersen Usa Holding Corp.
- Sponsor EIN: 220807643
- Sponsor Address: 400 MYRTLE AVE, BOONTON, NJ, 07005
- Plan Type: DB
- Total Participants: 218
- Total Assets: $23.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 218 | $23.8M | $388,092 | $0 |
| 2023 | 240 | $23.4M | $830,355 | $0 |
| 2022 | 261 | $20.9M | $600,000 | $0 |
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 | $18,375 | — | $18,375 |
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: $18,375
- Estimated Expense Ratio: 0.077% 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 | $234,492 | $16,276 | $108,028 | $18,375 | — |
| 2023 | $358,022 | $14,972 | $125,405 | $16,905 | — |
| 2022 | $443,410 | $16,122 | $146,132 | — | $14,700 |