Sponsor portfolio
K. MERRITT AGENCY, INC.
EIN 41-2123873insuranceLatest filing 2025
Plans
1
Retirement
1
$1.7M assets
Welfare
0
Participants
4
P.O. BOX 586 - SOMERS, NY 10589914-276-3400agents.allstate.com/karen-merritt-somers-ny.htmlLinkedIn11-50 employeesinsurance
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | K. MERRITT AGENCY, INC. PENSION PLAN | 401k | $1.7M | 4 | 2025 |
Retirement plans