Plan Snapshot
- Plan Sponsor: Merk Investments LLC
- Sponsor EIN: 043540079
- Sponsor Address: 555 BRYANT ST PMB 455, PALO ALTO, CA, 943011704
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $3.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $3.4M | $66,423 | $144,279 |
| 2023 | 7 | $2.5M | $61,211 | $139,275 |
| 2022 | 8 | $1.8M | $141,605 | $126,068 |