Plan Ledger DOL Form 5500 · updated monthly

Merlin International, Inc.401(k)

MERLIN INTERNATIONAL, INC. 401(K) PLAN · TYSONS, VA · plan year 2023

Reported admin expense ratio · 2023
0.27%

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

Merlin International, Inc. reported $25,214 in plan administrative expenses for 2023: 0.27% of average plan assets, below the peer median. Employer contributions averaged $4,766 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 2 years on file its reported administrative ratio fell from 0.29% to 0.23%. The plan sits in the $1M–$10M size bracket, benchmarked here against 22,307 comparable plans and shown alongside other information & media employers. By assets it is among the smaller plans on file in Virginia (1,455th of 2,266), and 1,506th of 2,199 in information & media. In 2023, employees put in $2.86 for every $1.00 the employer contributed; active participation has grown from 54 to 62 since 2022.

Plan summary
Net assets, end of year$10,117,469
Participants with balances124
Active participants62
Employer contributions$295,488
Employee contributions$846,296
Employer contribution per active participant$4,766
Average account balance$81,592
Benefits paid to participants$834,590
Plan auditUnmodified (clean) audit opinion
AuditorUHY LLP
Plan history3
Yearassets · accounts · employer contribution
2024$9.7M · 132 accts · $317K emplr
2023$10.1M · 124 accts · $295K emplr
2022$8.4M · 120 accts · $342K emplr
Administrative expenses, itemized · 2023
Recordkeeping & contract admin$19,646
Investment management$5,568
Total administrative$25,214
The Merlin International, Inc. 401(k) match · 2023
Employer contribution per active participant$4,766
Median for plans this size$1,308
2024$3,960 per active participant
2023$4,766 per active participant
2022$6,324 per active participant

Merlin International, Inc.'s 2023 employer contribution ran above the $1,308 median for plans its size, placing it in the top 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 2023 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20232
EMPOWER ADVISORY GROUP, LLC · Investment management$5,568

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

Administrative cost history3
2024$23,037 · 0.23%
2023$25,214 · 0.27%
2022$25,732 · 0.29%
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Macedon Consulting, Inc. VA$12.1M · 0.37%
Modea Holdings, Inc. VA$12.0M · 0.07%
Q-Free America Inc. VA$10.1M · 0.64%
Poplicus Inc VA$9.9M · 0.02%
Marginedge Co VA$9.7M · 0.12%
Aveshka, Inc. VA$8.7M · 0.39%
Publicrelay, Inc. VA$6.8M · 0.02%

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Source: U.S. Department of Labor, Form 5500 series, EIN 841424371 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.