Assets by plan
Share of aggregate retirement assets
Filings through .
Charles J. Merlo, Inc.
EIN 25-1068024accountingLatest filing 2025
Plans
4
Retirement
4
$8.2M assets
Health & Benefits
0
Participants
147
Retirement portfolio analytics
4 plans aggregated / $8.2M assets / 147 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#003
CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN
401(k)
Assets$4.7M
Participants30
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES
Traditional DB
Assets$1.5M
Participants53
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES
Traditional DB
Assets$1.4M
Participants46
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#004
CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN
401(k)
Assets$551K
Participants18
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
4 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #003 | CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN | 401(k) | $4.7M | 30 | 2025 |
| #001 | CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES | Traditional DB | $1.5M | 53 | 2024 |
| #002 | CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES | Traditional DB | $1.4M | 46 | 2024 |
| #004 | CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN | 401(k) | $551K | 18 | 2025 |
- #003 · 401(k) · 202530
- #001 · Traditional DB · 202453
- #002 · Traditional DB · 202446
- #004 · 401(k) · 202518
Retirement plans