Plan Snapshot
- Plan Sponsor: Robert I. Merrill Company
- Sponsor EIN: 870331731
- Sponsor Address: 4049 SOUTH 210 WEST, SALT LAKE CITY, UT, 84107
- Plan Type: 401(k)
- Total Participants: 40
- Total Assets: $4.3M
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 | 40 | $4.3M | $166,713 | $138,500 |
| 2023 | 35 | $5.1M | $162,382 | $137,374 |
| 2022 | 36 | $4.2M | $166,158 | $133,183 |