Anderson Merchandisers 401(k) match, vesting and fees
What Anderson Merchandisers' 401(k) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Merrill Lynch, Pierce, Fenner and S | Schedule C ↗ |
| Independent auditor | Lbmc,pc (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 348 defined-contribution plans in wholesale trade with 1,000 to 4,999 participants.
| Anderson Merchandisers: employer contribution per participant | $615 | |
| Peer median | $2,066 |
| Anderson Merchandisers: average balance | $38,175 | |
| Peer median | $77,876 |
| Anderson Merchandisers: admin expenses ÷ assets | 0.11% | |
| Peer median | 0.14% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $118M at the end of plan year 2021 to $109M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 3,151 | $109M | $1.8M | $615 | 0.11% | Not published | Form 5500 ↗ |
| 2023 | 3,302 | $103M | $1.5M | $514 | 0.13% | Not published | Form 5500 ↗ |
| 2022 | 3,438 | $92.2M | $1.4M | $465 | 0.10% | Not published | Form 5500 ↗ |
| 2021 | 2,874 | $118M | $1.3M | $535 | 0.09% | Not published | Form 5500 ↗ |
Common questions
Does Anderson Merchandisers match 401(k) contributions?
The match terms for the Anderson Merchandisers Employee 401(k) Profit Sharing Plan have not been published from its filing yet. The plan year 2024 filing reports $1.8M in employer contributions, about $615 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Anderson Merchandisers 401(k) match vested?
The vesting schedule for the Anderson Merchandisers Employee 401(k) Profit Sharing Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Anderson Merchandisers 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Merrill Lynch, Pierce, Fenner and S. The plan administrator is Anderson Merchandisers, LLC.
I left Anderson Merchandisers. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Anderson Merchandisers, LLC, (972) 987-5516) or the recordkeeper, Merrill Lynch, Pierce, Fenner and S. The Anderson Merchandisers old 401(k) page lists the contacts from every plan filing. Find an old Anderson Merchandisers 401(k)
Data from the public Form 5500 annual reports Anderson Merchandisers filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Anderson Merchandisers. Not financial advice. Report a correction · Methodology