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Sponsor portfolio

MERRLY BROWN EVENTS, LLC

EIN 27-0686511-Other Services (except Public Administration)-Latest filing 2025
Plans
2
Retirement
2
$328K assets
Welfare
0
Participants
4
1187 COAST VILLAGE ROAD 421 - SANTA BARBARA, CA 93108805-455-3112
Plans on this EIN
2 filings
#001CashBalance-$317K - 2 part#002ProfitSharing-$11K - 2 part

Retirement portfolio analytics

2 plans aggregated / $328K assets / 4 participants

Assets by plan

Share of aggregate retirement assets

97%top
  • CASH BALANCE PENSION (#001)97%
  • PROFIT SHARING PLAN (#002)3%
Total $328KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • CASH BALANCE PENSION (#001)2
  • PROFIT SHARING PLAN (#002)2
Total 4Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MERRYL BROWN EVENTS, LLC CASH BALANCE PENSION PLAN

CashBalance

Assets$317K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MERRYL BROWN EVENTS, LLC PROFIT SHARING PLAN

ProfitSharing

Assets$11K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MERRYL BROWN EVENTS, LLC CASH BALANCE PENSION PLANCashBalance$317K22025
002MERRYL BROWN EVENTS, LLC PROFIT SHARING PLANProfitSharing$11K22025
Retirement plans
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