Merrell Bros 401(k) match, vesting and fees
What Merrell Bros' 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 | July Business Services | Schedule C ↗ |
| Independent auditor | Katz, Sapper & Miller, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2025 medians for 535 defined-contribution plans in administrative, support and waste management services with 100 to 499 participants.
| Merrell Bros: employer contribution per participant | $1,150 | |
| Peer median | $1,445 |
| Merrell Bros: average balance | $63,223 | |
| Peer median | $36,074 |
| Merrell Bros: admin expenses ÷ assets | 0.75% | |
| Peer median | 0.52% |
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 $5.8M at the end of plan year 2021 to $10.3M at the end of plan year 2025.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2025 | 240 | $10.3M | $187K | $1,150 | 0.75% | Not published | Form 5500 ↗ |
| 2024 | 222 | $8.5M | $149K | $1,040 | 0.90% | Not published | Form 5500 ↗ |
| 2023 | 188 | $6.9M | $137K | $1,070 | 0.87% | Not published | Form 5500 ↗ |
| 2022 | 188 | $5.2M | $103K | $851 | 0.93% | Not published | Form 5500 ↗ |
| 2021 | 170 | $5.8M | $96K | $894 | 0.93% | Not published | Form 5500 ↗ |
Common questions
Does Merrell Bros match 401(k) contributions?
The match terms for the Merrell Bros. Retirement Savings Plan have not been published from its filing yet. The plan year 2025 filing reports $187K in employer contributions, about $1,150 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Merrell Bros 401(k) match vested?
The vesting schedule for the Merrell Bros. Retirement Savings Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Merrell Bros 401(k)?
The recordkeeper listed on Schedule C of the plan year 2025 filing is July Business Services. The plan administrator is Merrell Bros., Inc..
I left Merrell Bros. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Merrell Bros., Inc., (574) 699-7782) or the recordkeeper, July Business Services. The Merrell Bros old 401(k) page lists the contacts from every plan filing. Find an old Merrell Bros 401(k)
Data from the public Form 5500 annual reports Merrell Bros filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024 and 2025) 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 Merrell Bros. Not financial advice. Report a correction · Methodology