MERRICK & COMPANY 401(k) Plan
What public Form 5500 filings show about the MERRICK & COMPANY 401(k) plan — and how to find and check your own account.
The MERRICK & COMPANY 401(k) on its latest Form 5500
MERRICK & COMPANY (EIN 84-0499702) reports MERRICK & COMPANY 401(K) AND ESOP on its most recent Form 5500, with $207.8M in plan assets across 996 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MERRICK & COMPANY filing — schedules, fees, and providers.
Who runs the MERRICK & COMPANY 401(k)?
MERRICK & COMPANY’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask MERRICK & COMPANYHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY, COOK STREET CONSULTING, CHARLES SCHWABTRUST BANK, MILLIMAN, PLANTE & MORAN PPL, PRAIRIE CAPITAL ADVISORS.
How to check your MERRICK & COMPANY 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MERRICK & COMPANY HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
