Merrick & Company 401(k) Plan: Login, Facts & Contact Information

Merrick & Company 401(k) Plan Facts

Plan name
MERRICK & COMPANY 401(K) AND ESOP
Plan type
401(k) with employer contributions and profit sharing with a company-stock (ESOP) component
Plan sponsor
MERRICK & COMPANY
Participants
1,426 (996 active employees)
Former employees with a balance
316
Plan assets
$207,797,110 at Mar 31, 2025
Average account balance
$141,455 across 1,469 accounts
Employer contributions
$17,111,103 in plan year 2024 (60% of all contributions)
Recordkeeper
Milliman, Inc.
Plan year
Apr 1, 2024 – Mar 31, 2025
Plan established
Apr 1, 1983
✓ 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 for plan year 2024 (Apr 1, 2024 – Mar 31, 2025), filed Jan 14, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $28.4 million went into the plan in contributions, $17.1 million of it from the employer (60%).
  • $15.7 million was paid out to participants.
  • Investment and other income added $12.9 million.
  • Administrative expenses were $310,067, about $211 per account.

How the Merrick & Company 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019823$91.0 million$2.80 million$3.58 million
2020994$128.0 million$3.92 million$7.10 million
20211,091$135.1 million$2.83 million$12.3 million
20221,091$141.3 million$3.70 million$11.9 million
20231,299$182.5 million$6.04 million$9.57 million
20241,426$207.8 million$17.1 million$15.7 million

Merrick & Company 401(k) Contact Information

Phone
303-751-0741
Mailing address
8051 E. MAPLEWOOD AVE., SUITE 300, GREENWOOD VILLAGE CO 80111
Plan sponsor
MERRICK & COMPANY
Employer identification number (EIN)
84-0499702
Plan number
004

Questions about the Merrick & Company 401(k)

Does Merrick & Company contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $17.1 million, 60% of all contributions.

Does the Merrick & Company 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Merrick & Company 401(k) plan?

1,426 participants at the start of plan year 2024, 996 of them active employees, and 316 former employees who still had money in the plan.

What is the average 401(k) balance at Merrick & Company?

About $141,455 per account: $207.8 million in plan assets across 1,469 accounts with a balance at the end of plan year 2024.

Who manages the Merrick & Company 401(k) accounts?

Milliman (listed on the filing as MILLIMAN, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Merrick & Company. How do I access my 401(k)?

Your account stays with Milliman 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.

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