Merrell Bros. Retirement Savings Plan
Sponsored by Merrell Bros., Inc. · EIN 351681490 · Plan #001
- Total assets
- $8.5M
- Net assets
- $8.5M
- Active participants
- 204
- With balances
- 143
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Financial Designs, Inc. CRD 109032 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Creative Financial Designs | Investment advisory (participants) | $49,563 |
| July Business Services | Recordkeeping | $15,524 |