Plan Snapshot
- Plan Sponsor: Merriman, Hurst & Associates
- Sponsor EIN: 271650521
- Sponsor Address: 140 S. MONTCLAIR ST., SUITE C, BAKERSFIELD, CA, 93309
- Plan Type: 401(k)
- Total Participants: 4
- Total Assets: $443,216
Key Plan Design Features
- Auto-Enrollment: Yes
- 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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 4 | $443,216 | $4,164 | $8,310 |
| 2023 | 4 | $421,983 | $13,117 | $13,160 |
| 2022 | 4 | $353,055 | $45,592 | $11,289 |