Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
CHARLES J. MERLO, INC.
EIN 25-1068024accountingLatest filing 2024
Plans
4
Retirement
4
$7.4M assets
Welfare
0
Participants
154
Retirement portfolio analytics
4 plans aggregated / $7.4M assets / 154 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#003
CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN
401k
Assets$3.9M
Participants34
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES
TraditionalDB
Assets$1.5M
Participants53
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES
TraditionalDB
Assets$1.4M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN
401k
Assets$542K
Participants21
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans4
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | CHARLES J. MERLO, INC. NON UNION EMPLOYEES PROFIT SHARING PLAN | 401k | $3.9M | 34 | 2024 | |
| 001 | CHARLES J. MERLO, INC. PENSION PLAN FOR UNION EMPLOYEES | TraditionalDB | $1.5M | 53 | 2024 | |
| 002 | CHARLES J. MERLO, INC. PENSION PLAN FOR NON-UNION EMPLOYEES | TraditionalDB | $1.4M | 46 | 2024 | |
| 004 | CHARLES J. MERLO, INC. UNION EMPLOYEES 401(K) PENSION PLAN | 401k | $542K | 21 | 2024 |
Retirement plans