Plan Snapshot
- Plan Sponsor: Merit Partners, INC.
- Sponsor EIN: 270891249
- Sponsor Address: 5219 NORTH CASA BLANCA DRIVE, NO.42, PARADISE VALLEY, AZ, 85253
- Plan Type: DB
- Total Participants: 11
- Total Assets: $6.4M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 11 | $6.4M | $0 | $0 |
| 2023 | 11 | $5.9M | $900,000 | $0 |
| 2022 | 9 | $4.8M | $800,000 | $0 |