Merz, Incorporated 401(k) Plan: Login, Facts & Contact Information

Merz, Incorporated 401(k) Plan Facts

Plan name
MERZ NORTH AMERICA 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MERZ, INCORPORATED
Participants
1,556 (1,167 active employees)
Former employees with a balance
502
Plan assets
$236,991,567 at Dec 31, 2024
Average account balance
$143,457 across 1,652 accounts
Employer contributions
$16,078,479 in plan year 2024 (44% of all contributions)
Recordkeeper
Schwab Retirement Plan Services,inc
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Jan 1, 1996
✓ 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 Sep 22, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $36.3 million went into the plan in contributions, $16.1 million of it from the employer (44%).
  • $20.5 million was paid out to participants.
  • Investment and other income added $25.4 million.
  • Administrative expenses were $142,648, about $86 per account.

How the Merz, Incorporated 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
20191,260$120.2 million$8.72 million$11.0 million
20201,286$142.3 million$5.07 million$13.0 million
20211,239$171.4 million$12.0 million$16.4 million
20221,316$155.8 million$12.9 million$10.3 million
20231,517$195.9 million$14.0 million$18.6 million
20241,556$237.0 million$16.1 million$20.5 million

Merz, Incorporated 401(k) Contact Information

Phone
919-582-8000
Mailing address
6501 SIX FORKS ROAD, RALEIGH NC 27615
Plan sponsor
MERZ, INCORPORATED
Employer identification number (EIN)
56-1540459
Plan number
003

Questions about the Merz, Incorporated 401(k)

Does Merz, Incorporated contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $16.1 million, 44% of all contributions.

Does the Merz, Incorporated 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Merz, Incorporated 401(k) plan?

1,556 participants at the start of plan year 2024, 1,167 of them active employees, and 502 former employees who still had money in the plan.

What is the average 401(k) balance at Merz, Incorporated?

About $143,457 per account: $237.0 million in plan assets across 1,652 accounts with a balance at the end of plan year 2024.

Who manages the Merz, Incorporated 401(k) accounts?

Schwab Retirement Plan Services (listed on the filing as SCHWAB RETIREMENT PLAN SERVICES,INC) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Merz, Incorporated. How do I access my 401(k)?

Your account stays with Schwab Retirement Plan Services 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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