Merit Capital Partners Iv, LLC 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Merit Capital Partners Iv, LLC
  • Sponsor EIN: 200498651
  • Sponsor Address: 191 N WACKER DRIVE, CHICAGO, IL, 60606
  • Plan Type: 401(k)
  • Total Participants: 21
  • Total Assets: $28.7M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202421$28.7M$348,949$452,331
202320$24.0M$356,367$447,650
202218$18.8M$325,878$360,706

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