Plan Ledger DOL Form 5500 · updated monthly

Merrick & Company401(k) + ESOP (KSOP)

MERRICK & COMPANY 401(K) AND ESOP · GREENWOOD VILLAGE, CO · plan year 2024

Reported admin expense ratio · 2024
0.16%

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

Merrick & Company reported $310,067 in plan administrative expenses for 2024: 0.16% of average plan assets, above the peer median. Employer contributions averaged $17,180 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 0.20% to 0.16%. The plan sits in the $50M–$250M size bracket, benchmarked here against 10,352 comparable plans and shown alongside other professional & technical services employers. By assets it is the 82nd-largest of 1,461 plans among Colorado employers on file, and the 779th of 11,654 in professional & technical services. In 2024, the employer put in $1.71 for every $1.00 employees contributed themselves; active participation has grown from 879 to 996 since 2022.

Plan summary
Net assets, end of year$207,797,110
Participants with balances1,469
Active participants996
Employer contributions$17,111,103
Employee contributions$10,031,065
Employer contribution per active participant$17,180
Average account balance$141,455
Benefits paid to participants$15,743,503
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$207.8M · 1,469 accts · $17.1M emplr
2023$182.5M · 1,404 accts · $6.0M emplr
2022$141.3M · 1,277 accts · $3.7M emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$209,589
Investment management$75,478
Audit (IQPA)$25,000
Total administrative$310,067
The Merrick & Company 401(k) match · 2024
Employer contribution per active participant$17,180
Median for plans this size$3,635
2024$17,180 per active participant
2023$6,281 per active participant
2022$4,205 per active participant

Merrick & Company's 2024 employer contribution ran above the $3,635 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 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20246
MILLIMAN, INC. · Recordkeeping · Pension consulting$209,589
COOK STREET CONSULTING · Investment advisory (plan)$34,250
PRAIRIE CAPITAL ADVISORS · Valuation$29,469
PLANTE & MORAN, PPL · Accounting / audit$25,000
MORGAN STANLEY · Investment advisory (plan)$11,759
CHARLES SCHWABTRUST BANK · Custodial (securities) · Trusteeindirect 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
2024Milliman
2023Milliman

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$310,067 · 0.16%
2023$296,202 · 0.18%
2022$276,226 · 0.20%
Same employer
Similar plansProfessional & Technical Services · Colorado
Optiv Security Inc. CO$263.2M · 0.10%
Trilon Group Holdings, LLC CO$257.8M · 0.31%
Consor Engineers, LLC CO$222.7M · 0.11%
Davis Graham & Stubbs LLP CO$179.8M · 0.00%
Oak View Group LLC CO$176.1M · 0.38%

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Source: U.S. Department of Labor, Form 5500 series, EIN 840499702 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.