Plan Snapshot
- Plan Sponsor: Adrian L. Merton, Incorporated
- Sponsor EIN: 520849036
- Sponsor Address: PO BOX 3570, CAPITOL HEIGHTS, MD, 20791
- Plan Type: 401(k)
- Plan Number: 002
- Total Participants: 106
- Total Assets: $18.5M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 106 | $18.5M | $211,986 | $449,859 |
| 2022 | 192 | $16.2M | $0 | $0 |