Plan Snapshot
- Plan Sponsor: Mersive Technologies, INC.
- Sponsor EIN: 205264628
- Sponsor Address: 1667 COLE BLVD. SUITE 225, LAKEWOOD, CO, 80401
- Plan Type: 401(k)
- Total Participants: 43
- Total Assets: $7.0M
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 | 43 | $7.0M | $109,823 | $438,491 |
| 2023 | 51 | $7.0M | $177,676 | $774,555 |
| 2022 | 108 | $7.0M | $264,518 | $1.1M |
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 |
|---|---|---|---|---|
| APRIO LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- APRIO 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 | $21,746 | $9,780 | — | — | — |
| 2023 | $21,413 | $8,359 | — | — | — |
| 2022 | $19,611 | $8,040 | $11,571 | — | — |