What public Form 5500 filings show about the Merrick & Company 401(k) plan — and how to find and check your own account.
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.
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): MILLIMAN, MORGAN STANLEY, COOK STREET CONSULTING, CHARLES SCHWABTRUST BANK, PLANTE & MORAN PPL, PRAIRIE CAPITAL ADVISORS.
