Neal Merchant Enterprises 401(k) match, vesting and fees
What Neal Merchant Enterprises' 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 | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 3,141 defined-contribution plans in retail trade with 100 to 499 participants.
| Neal Merchant Enterprises: employer contribution per participant | $2,556 | |
| Peer median | $1,216 |
| Neal Merchant Enterprises: average balance | $74,896 | |
| Peer median | $50,590 |
| Neal Merchant Enterprises: admin expenses ÷ assets | 0.45% | |
| Peer median | 0.43% |
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 $10.1M at the end of plan year 2022 to $11.3M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 184 | $11.3M | $386K | $2,556 | 0.45% | Not published | Form 5500 ↗ |
| 2023 | 180 | $9.9M | $395K | $2,529 | 0.43% | Not published | Form 5500 ↗ |
| 2022 | 191 | $10.1M | $447K | $2,598 | 0.47% | Not published | Form 5500 ↗ |
Other Neal Merchant Enterprises plans (1)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
Battlefield Retirement Plan
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 | Ameritas Life Insurance Corp | Schedule C ↗ |
| Independent auditor | Lee Cpa Audit Group (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 401(k) · Active | Form 5500 ↗ |
| Late participant contributions | Reported on the filing | Schedule H ↗ |
Common questions
Does Neal Merchant Enterprises match 401(k) contributions?
The match terms for the Battlefield Retirement Plan have not been published from its filing yet. The plan year 2024 filing reports $386K in employer contributions, about $2,556 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Neal Merchant Enterprises 401(k) match vested?
The vesting schedule for the Battlefield Retirement Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Neal Merchant Enterprises 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Ameritas Life Insurance Corp. The plan administrator is Neal Merchant Enterprises, Inc..
I left Neal Merchant Enterprises. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Neal Merchant Enterprises, Inc., (540) 547-3673) or the recordkeeper, Ameritas Life Insurance Corp. The Neal Merchant Enterprises old 401(k) page lists the contacts from every plan filing. Find an old Neal Merchant Enterprises 401(k)
Data from the public Form 5500 annual reports Neal Merchant Enterprises filed with the U.S. Department of Labor (plan years 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 Neal Merchant Enterprises. Not financial advice. Report a correction · Methodology