Mertz Manufacturing, Inc. 401(k) Plan: Login, Facts & Contact Information

Mertz Manufacturing, Inc. 401(k) Plan Facts

Plan name
MERTZ MANUFACTURING, INC. SAVINGS AND RETIREMENT PLAN AND TRUST
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MERTZ MANUFACTURING, INC.
Participants
337 (246 active employees)
Former employees with a balance
120
Plan assets
$7,205,144 at Dec 31, 2024
Average account balance
$21,068 across 342 accounts
Employer contributions
$200,356 in plan year 2024 (27% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Apr 1, 1972
✓ 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 (Jan 1, 2024 – Dec 31, 2024), filed Apr 15, 2026. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $751,333 went into the plan in contributions, $200,356 of it from the employer (27%).
  • $1.26 million was paid out to participants.
  • Investment and other income added $746,524.
  • Administrative expenses were $20,728, about $61 per account.

How the Mertz Manufacturing, Inc. 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019400$9.43 million$128,799$764,694
2020311$7.03 million$65,623$3.72 million
2021226$7.37 million$66,411$811,185
2022240$6.48 million$183,091$302,034
2023303$6.99 million$181,817$1.11 million
2024337$7.21 million$200,356$1.26 million

Mertz Manufacturing, Inc. 401(k) Contact Information

Phone
580-762-5646
Mailing address
1701 N. WAVERLY, PONCA CITY OK 74602
Plan sponsor
MERTZ MANUFACTURING, INC.
Employer identification number (EIN)
55-0830804
Plan number
001

Questions about the Mertz Manufacturing, Inc. 401(k)

Does Mertz Manufacturing, Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $200,356, 27% of all contributions.

Does the Mertz Manufacturing, Inc 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Mertz Manufacturing, Inc 401(k) plan?

337 participants at the start of plan year 2024, 246 of them active employees, and 120 former employees who still had money in the plan.

What is the average 401(k) balance at Mertz Manufacturing, Inc?

About $21,068 per account: $7.21 million in plan assets across 342 accounts with a balance at the end of plan year 2024.

Who manages the Mertz Manufacturing, Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Mertz Manufacturing, Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits 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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