Joe Mertz Production Consulting, Llc 401(k) Plan: Login, Facts & Contact Information

Joe Mertz Production Consulting, Llc 401(k) Plan Facts

Plan name
JOE MERTZ PRODUCTION CONSULTING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
JOE MERTZ PRODUCTION CONSULTING, LLC
Participants
15 (17 active employees)
Plan assets
$1,007,466 at Dec 31, 2024
Average account balance
$50,373 across 20 accounts
Employer contributions
$59,310 in plan year 2024 (36% of all contributions)
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 2016
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500-SF for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Apr 11, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $164,843 went into the plan in contributions, $59,310 of it from the employer (36%).
  • $4,344 was paid out to participants.
  • Investment and other income added $129,707.

How the Joe Mertz Production Consulting, Llc 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20196$247,065$20,820$0
20208$323,253$14,966$44,311
20219$464,447$20,251$1,010
202211$487,455$31,363$0
202315$718,019$44,863$4,853
202415$1.01 million$59,310$4,344

Joe Mertz Production Consulting, Llc 401(k) Contact Information

Phone
407-852-2900
Mailing address
13538 VILLAGE PARK DRIVE # 235, ORLANDO FL 32837
Plan sponsor
JOE MERTZ PRODUCTION CONSULTING, LLC
Plan administrator
GUIDELINE RK, LLC
Employer identification number (EIN)
59-3728913
Plan number
001

Questions about the Joe Mertz Production Consulting, Llc 401(k)

Does Joe Mertz Production Consulting, Llc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $59,310, 36% of all contributions.

Does the Joe Mertz Production Consulting, Llc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Joe Mertz Production Consulting, Llc 401(k) plan?

15 participants at the start of plan year 2024, 17 of them active employees.

What is the average 401(k) balance at Joe Mertz Production Consulting, Llc?

About $50,373 per account: $1.01 million in plan assets across 20 accounts with a balance at the end of plan year 2024.

Who manages the Joe Mertz Production Consulting, Llc 401(k) accounts?

Guideline is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Joe Mertz Production Consulting, Llc. How do I access my 401(k)?

Your account stays with Guideline after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

Related Companies
Headquarter: 13111 DESSAU ROAD, AUSTIN, TX, 78754
Headquarter: 823 ARION PKWY, SAN ANTONIO, TX, 78216
Headquarter: 800 E BEATY STREET, DAVIDSON, NC, 28036
Headquarter: 30500 BAINBRIDGE ROAD, SOLON, OH, 441392216
Headquarter: 8027 FORSYTH BLVD., CLAYTON, MO, 63105