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Sponsor portfolio

PATRICIA MERKLEY LLC

EIN 81-4772086-Health Care and Social Assistance-Latest filing 2024
Plans
2
Retirement
2
$496K assets
Welfare
0
Participants
38
1747 NORTH KINGS HIGHWAY - CAPE GIRARDEAU, MO 63701573-803-5100
Plans on this EIN
2 filings
#002TraditionalDB-$412K - 12 part#001401k-$85K - 26 part

Retirement portfolio analytics

2 plans aggregated / $496K assets / 38 participants

Assets by plan

Share of aggregate retirement assets

83%top
  • PLAN AND TRUST (#002)83%
  • PLAN AND TRUST (#001)17%
Total $496KClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PLAN AND TRUST (#001)26
  • PLAN AND TRUST (#002)12
Total 38Click 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#002

PATRICIA MERKLEY LLC DEFINED BENEFIT PENSION PLAN AND TRUST

TraditionalDB

Assets$412K
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

PATRICIA MERKLEY LLC 401(K) PLAN AND TRUST

401k

Assets$85K
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002PATRICIA MERKLEY LLC DEFINED BENEFIT PENSION PLAN AND TRUSTTraditionalDB$412K122024
001PATRICIA MERKLEY LLC 401(K) PLAN AND TRUST401k$85K262024
Retirement plans
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