Original filing (PDF)20250827151507NAL0009520449002

THE MERRILL COMPANY

Name: THE MERRILL COMPANY — THE MERRILL COMPANY 401(K) PLAN, Form 5500 (2024)
Creator: THE MERRILL COMPANY

Form 5500-SF

FILING_RECEIVED

THE MERRILL COMPANY 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

110

Plan assets (EOY)

$7.3M

Net assets (EOY)

$7.3M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE MERRILL COMPANY.

Plan sponsor

Name

THE MERRILL COMPANY

EIN

42-0885135

Address

601 1ST AVENUE SW · SPENCER, IA · 51301

Phone

(712) 262-1141

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Wholesale Trade plans

SPAL USA, INC.

SPAL USA INC. 401(K) PLAN

$7.3M · 52 participants

ZAKJ CORP.

ZAKJ CORP. PROFIT SHARING PLAN

$7.3M · 26 participants

PREMIER PERFORMANCE, LLC

PREMIER PERFORMANCE, LLC 401(K) PLAN

$7.3M · 258 participants

AUTOGERMANA BMW, INC.

AUTOGERMANA BMW 1165(E) SAVINGS PLAN

$7.3M · 324 participants

PLEWS, INC.

PLEWS, INC. 401(K) PLAN

$7.3M · 51 participants