MERKLE DIRECT MARKETING, INC. 401K PLAN

Plan Contact

  • Contact person: SHELLEY DUNKLE
  • Phone: (301) 459-9700

Plan General Information

MERKLE DIRECT MARKETING, INC. 401K PLAN Total Retirement Plan Assets

At the end of 2006, the total retirement plan assets of MERKLE DIRECT MARKETING, INC. 401K PLAN is $15,251,988.00.This plan was established in 1996.

MERKLE DIRECT MARKETING, INC. 401K PLAN Total Number of Retirement Plan Participants

At the end of 2006, the total number of retirement plan participants in MERKLE DIRECT MARKETING, INC. 401K PLAN is 877

MERKLE DIRECT MARKETING, INC. 401K PLAN Average Participant Retirement Account Value

In 2006, the average participant retirement account value for MERKLE DIRECT MARKETING, INC. 401K PLAN is $17,391.00

MERKLE DIRECT MARKETING, INC. 401K PLAN Estimated Average Employee Contribution Amount

In 2006, the estimated average employee contribution amount per participant for MERKLE DIRECT MARKETING, INC. 401K PLAN is $5,226.00.

MERKLE DIRECT MARKETING, INC. 401K PLAN Estimated Average Employer Match

In 2006, the estimated average employer match for an employee in MERKLE DIRECT MARKETING, INC. 401K PLAN is approximately $715.00
Investing in this additonal $715.00 for 20 years would give you extra $45,766.00, assuming a 10% annual return.

MERKLE DIRECT MARKETING, INC. 401K PLAN Total Employer Contribution and Match Rate

In 2006, MERKLE DIRECT MARKETING, INC. 401K PLAN allocates $627,150.00 to match its employees' contributions, providing an employer match rate of 27.36% of their contributions

MERKLE DIRECT MARKETING, INC. 401K PLAN Total Retirement Plan Asset Growth Rate

In 2006, the total retirement plan asset growth rate of MERKLE DIRECT MARKETING, INC. 401K PLAN is 32.96%.

MERKLE DIRECT MARKETING, INC. 401K PLAN Estimated Aggregate Retirement Account Investment Gain/Loss

In 2006, the estimated aggregate retirement account investment gain/loss for MERKLE DIRECT MARKETING, INC. 401K PLAN is 12.95%. This measures the effectiveness of the plan participants' investments in the year.

MERKLE DIRECT MARKETING, INC. 401K PLAN Expense Ratio

In 2006, the investment and administrative expense ratio of MERKLE DIRECT MARKETING, INC. 401K PLAN is 0.53%.

Enrollment Features


Free newsletters

High quality resources for 401k, 403b, 529 retirement plans on investment, contribution, fees, retirement planning and much more …

Puzzled on what to invest?

  • We ask a few questions to decide your personal return and risk expectations
  • We build a custom portfolio for your plan (401(k), 403(b), 529 …) or for a  brokerage account
  • We monitor and send timely rebalance emails on what investment funds to buy and sell

Looking for ideas to generate income?

  • ETF or mutual fund income portfolios for 4-7% annual income
  • Dividend stock funds
  • Passive real estate investments
  • more …

Portfolio Calculator (Simulator)

Quickly enter fund allocation and get a back test result on the performance of this ‘lazy’ portfolio.

Customize Asset Allocation Portfolios

Build a custom model portfolio using our asset strategic or tactical strategies, tailored to a 401(k) plan or for a brokerage account.

Retirement Calculator

See how much you can save for retirement.

Investment Calculator

Grow your wealth and see the power of compounding.


Looking for a (forgotten) 401(k)?

Find plan contact info, plan expenses, investment options, rollover your old plan, or learn how to select investments on your 401k plan …