Sponsor portfolio
MERRIMAN WEALTH MANAGEMENT, LLC
EIN 80-0873697financial servicesLatest filing 2024
Plans
1
Retirement
1
$24.7M assets
Welfare
0
Participants
74
920 5TH AVENUE, STE. 2720 - SEATTLE, WA 98104206-285-8877merriman.comLinkedIn51-200 employeesfinancial services
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 | MERRIMAN RETIREMENT PLAN | 401k | $24.7M | 74 | 2024 |
Retirement plans