# Merz, Incorporated 401(k) Plan
Source: https://planprovider.pro/companies/merz-incorporated-401k-plan

> Merz, Incorporated's 401(k) plan: 1,167 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Merz, Incorporated

- **Sponsor EIN:** 561540459

- **Sponsor Address:** 6501 SIX FORKS ROAD, RALEIGH, NC, 27615

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

- **Total Participants:** 1,167

- **Total Assets:** $237.0M

## 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|1,167|$237.0M|$16.1M|$14.5M|

| 2023|1,051|$195.9M|$14.0M|$12.8M|

| 2022|993|$155.8M|$12.9M|$11.0M|

## 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|

| BDO USA, P.C|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [BDO USA, P.C](https://planprovider.pro/provider/bdo-usa-pc) — 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|$142,648|$26,748|—|—|—|

| 2023|$152,082|$20,061|$96,805|—|—|

| 2022|$162,103|$26,748|—|—|$135,355|

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