Sponsor portfolio
MERK INVESTMENTS LLC
EIN 04-3540079investment managementLatest filing 2025
Plans
1
Retirement
1
$5.5M assets
Welfare
0
Participants
13
555 BRYANT ST PMB 455 - PALO ALTO, CA 943011704650-323-4341merkinvestments.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERK INVESTMENTS LLC 401(K) PROFIT SHARING PLAN & TRUST | 401k | $5.5M | 13 | 2025 |
Retirement plans