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Sponsor portfolioTH

MERCHANT AND GOULD P.C.

EIN 41-0991388-law practice-Latest filing 2025
Plans
3
Retirement
2
$155.1M assets
Welfare
1
$359K premiums
Participants
655
150 SOUTH FIFTH STREET, SUITE 2200 - MINNEAPOLIS, MN 55402612-332-5300merchantgould.comLinkedIn201-500 employeeslaw practice
Plans on this EIN
3 filings
#002401k-$141.9M - 377 part#003TraditionalDB-$13.2M - 37 part#502Mixed-$359K - 245 lives

Retirement portfolio analytics

2 plans aggregated / $155.1M assets / 414 participants

Assets by plan

Share of aggregate retirement assets

91%top
  • PROFIT SHARING PLAN (#002)91%
  • GOULD P.C. PENSION (#003)9%
Total $155.1MClick slice to drill in

Recordkeeper share

DC plan assets by Schedule C recordkeeper

Entrenched
91%top
  • CHARLES SCHWAB & CO., INC.91%
  • (Not disclosed)9%
Total $155.1MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)377
  • GOULD P.C. PENSION (#003)37
Total 414Click row to drill in

Benefits portfolio analytics

1 plan / $359K premiums / 245 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Long-term disability$191K
  • Life$125K
  • Other$125K
  • Short-term disability$29K
  • Vision$14K
Total $359K5 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
96%top
  • STANDARD INSURANCE COMPANY96%
  • EYEMED VISION CARE4%
Total $359K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • WILLIS TOWERS WATSON US LLC100%
Total $13K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

MERCHANT & GOULD P.C. 401(K) RETIREMENT SAVINGS AND PROFIT SHARING PLAN

401k

Assets$141.9M
Participants377
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

MERCHANT & GOULD P.C. PENSION PLAN

TraditionalDB

Assets$13.2M
Participants37
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

MERCHANT AND GOULD P.C. GROUP WELFARE BENEFITS PLAN

Mixed - STANDARD INSURANCE COMPANY

Premiums$359K
Covered lives245
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002MERCHANT & GOULD P.C. 401(K) RETIREMENT SAVINGS AND PROFIT SHARING PLAN401k$141.9M3772024
003MERCHANT & GOULD P.C. PENSION PLANTraditionalDB$13.2M372024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502MERCHANT AND GOULD P.C. GROUP WELFARE BENEFITS PLANMixedSTANDARD INSURANCE COMPANY$359K2452025
Retirement plans
Welfare plans
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