# The Mercadien Group, LLC 401(k) Plan
Source: https://planprovider.pro/companies/the-mercadien-group-llc-401k-plan

> The Mercadien Group, LLC's 401(k) plan: 141 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** The Mercadien Group, LLC

- **Sponsor EIN:** 223693480

- **Sponsor Address:** P.O. BOX 7648, PRINCETON, NJ, 08543

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

- **Total Participants:** 141

- **Total Assets:** $31.5M

## 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|141|$31.5M|$433,678|$1.4M|

| 2023|144|$28.4M|$385,816|$1.3M|

| 2022|153|$23.9M|$380,705|$1.2M|

## 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|

| ROSENBERG RICH BAKER BERMAN, PA|Auditor|$12,000|—|$12,000|

### Verified Provider Profiles

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

- [ROSENBERG RICH BAKER BERMAN, PA](https://planprovider.pro/provider/rosenberg-rich-baker-berman-pa) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $12,000

- **Estimated Expense Ratio:** 0.038% 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|$21,929|—|$9,929|$12,000|—|

| 2023|$17,595|—|$3,575|$10,000|—|

| 2022|$18,275|—|—|—|$18,274|

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