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Sponsor portfolio

JAMES M. MERBERG

EIN 04-6367725-Professional, Scientific, and Technical Services-Latest filing 2024
Plans
1
Retirement
1
$8.1M assets
Welfare
0
Participants
2
1 MCKINLEY SQUARE, 3RD FLOOR - BOSTON, MA 02109617-723-1990
Plans on this EIN
1 filing
#001ProfitSharing-$8.1M - 2 part

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Retirement#001

JAMES M. MERBERG PROFIT SHARING PLAN

ProfitSharing

Assets$8.1M
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001JAMES M. MERBERG PROFIT SHARING PLANProfitSharing$8.1M22024
Retirement plans
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