# Merriman, Hurst & Associates 401(k) Plan
Source: https://planprovider.pro/companies/merriman-hurst-associates-401k-plan

> Merriman, Hurst & Associates's 401(k) plan: 4 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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