# Merkley, Newman & Mclaws, INC. DB Plan
Source: https://planprovider.pro/companies/merkley-newman-mclaws-inc-860819859-002

> Merkley, Newman & Mclaws, INC.'s DB plan: 2 participants, plan year 2025 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2025.

## Plan Snapshot

- **Plan Sponsor:** Merkley, Newman & Mclaws, INC.

- **Sponsor EIN:** 860819859

- **Sponsor Address:** PO BOX 5028, MESA, AZ, 852115028

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 2

- **Total Assets:** $1.8M

## 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.|

| 2025|2|$1.8M|$0|$0|

| 2024|1|$2.0M|$20,401|$0|

| 2023|3|$1.3M|$14,511|$0|

| 2022|3|$903,672|$168,141|$0|

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