# Robert I. Merrill Company 401(k) Plan
Source: https://planprovider.pro/companies/robert-i-merrill-company-401k-plan

> Robert I. Merrill Company's 401(k) plan: 40 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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|

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