Plan Ledger DOL Form 5500 · updated monthly

Merlin Entertainments Group US, LLC401(k)

MERLIN ENTERTAINMENTS GROUP US, LLC 401(K) PLAN · ORLANDO, FL · plan year 2024

Reported admin expense ratio · 2024
0.32%

Peer grade: D · admin costs + employer contributions vs same-size plans · how grading works

Merlin Entertainments Group US, LLC reported $209,413 in plan administrative expenses for 2024: 0.32% of average plan assets, higher than ~75% of peers. Employer contributions averaged $621 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

Across the 3 years on file its reported administrative ratio has held roughly steady near 0.32%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other arts, entertainment & recreation employers. By assets it is the 424th-largest of 3,644 plans among Florida employers on file, and the 145th of 1,311 in arts, entertainment & recreation. In 2024, employees put in $1.98 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$70,525,496
Participants with balances1,571
Active participants3,878
Employer contributions$2,406,942
Employee contributions$4,761,670
Employer contribution per active participant$621
Average account balance$44,892
Benefits paid to participants$6,170,633
Plan auditUnmodified (clean) audit opinion
AuditorBDO, USA LLP
Plan history3
Yearassets · accounts · employer contribution
2024$70.5M · 1,571 accts · $2.4M emplr
2023$59.6M · 1,419 accts · $2.3M emplr
2022$48.0M · 1,386 accts · $2.4M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$179,413
Investment management$30,000
Total administrative$209,413
The Merlin Entertainments Group US, LLC 401(k) match · 2024
Employer contribution per active participant$621
Median for plans this size$3,635
2024$621 per active participant
2023$618 per active participant
2022$578 per active participant

Merlin Entertainments Group US, LLC's 2024 employer contribution ran below the $3,635 median for plans its size, in the bottom quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20243
TRANSAMERICA RETIREMENT SOLUTIONS · Claims processing · Recordkeeping$179,413
MMC SECURITIES, LLC · Consulting$30,000
NATIONAL FINANCIAL SERVICES · Securities brokerageindirect comp

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Transamerica
2023Transamerica

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Administrative cost history3
2024$209,413 · 0.32%
2023$177,385 · 0.33%
2022$162,119 · 0.31%
Similar plansArts, Entertainment & Recreation · Florida
Seminole Tribe of Florida FL$395.8M · 0.22%
Feld Entertainment, Inc. FL$107.6M · 0.14%
Miami Dolphins, LTD. FL$56.6M · 0.10%
Jacksonville Jaguars, LLC FL$46.8M · 0.07%

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Source: U.S. Department of Labor, Form 5500 series, EIN 133894317 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.