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MERRITT SETTLEMENT PLANNING, INC

EIN 45-2728255-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
3
590 LENNON LANE, SUITE 180 - WALNUT CREEK, CA 94598800-352-1912
Plans on this EIN
1 filing
#001ProfitSharing-$1.6M - 3 part

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Retirement#001

MERRITT SETTLEMENT PLANNING 401(K) PLAN

ProfitSharing

Assets$1.6M
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MERRITT SETTLEMENT PLANNING 401(K) PLANProfitSharing$1.6M32025
Retirement plans
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