# Mervis Industries, INC. 401(k) Plan
Source: https://planprovider.pro/companies/mervis-industries-inc-401k-plan

> Mervis Industries, INC.'s 401(k) plan: 274 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Mervis Industries, INC.

- **Sponsor EIN:** 370812150

- **Sponsor Address:** 3295 EAST MAIN STREET, DANVILLE, IL, 61834

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

- **Total Participants:** 274

- **Total Assets:** $15.2M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **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|274|$15.2M|$459,845|$682,183|

| 2023|206|$13.0M|$421,811|$609,045|

| 2022|189|$11.6M|$386,371|$574,771|

## 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|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$41,449|—|$41,449|

| CREATIVE PLANNING LLC|ADVISOR|$25,374|—|$25,374|

| MESIROW FINANCIAL|ADVISOR|$7,662|—|$7,662|

| DULIN, WARD, & DEWALD, INC.|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [CREATIVE PLANNING LLC](https://planprovider.pro/provider/creative-planning) — ADVISOR

- [DULIN, WARD, & DEWALD, INC.](https://planprovider.pro/provider/dulin-ward-and-dewald-inc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $74,485

- **Estimated Expense Ratio:** 0.490% 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|$74,485|$33,036|—|—|—|

| 2023|$66,923|$29,237|—|—|—|

| 2022|$71,746|—|—|—|—|

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