Plan Snapshot
- Plan Sponsor: Merrill & Associates Real Estate
- Sponsor EIN: 264412701
- Sponsor Address: 4815 EL CAMINO REAL, ATASCADERO, CA, 93422
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 5
- Total Assets: $4.7M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 5 | $4.7M | $0 | $0 |
| 2024 | 4 | $5.3M | $0 | $119,000 |
| 2023 | 4 | $3.1M | $0 | $52,500 |
| 2022 | 5 | $1.8M | $29 | $47,500 |
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