Richards, Merrill & Peterson, INC. 401(k) Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: Richards, Merrill & Peterson, INC.
  • Sponsor EIN: 910384940
  • Sponsor Address: 612 W MAIN AVE., SUITE 201, SPOKANE, WA, 99201
  • Plan Type: 401(k)
  • Total Participants: 12
  • Total Assets: $20.3M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202512$20.3M$115,762$269,083
202410$16.9M$99,504$254,421
202311$13.6M$89,496$238,970
202210$10.3M$75,366$205,982