Assets by plan
Share of aggregate retirement assets
60%top
Sponsor portfolio
MERRILL AND WEEK, PLLC
EIN 82-3795241Health Care and Social AssistanceLatest filing 2025
Plans
2
Retirement
2
$6.0M assets
Welfare
0
Participants
45
801 EASTMONT AVE., SUITE #B - EAST WENATCHEE, WA 98802509-886-4746
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $6.0M assets / 45 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
WENATCHEE ORTHODONTICS RETIREMENT PLAN & TRUST
401k
Assets$3.6M
Participants23
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
WENATCHEE ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST
CashBalance
Assets$2.4M
Participants22
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | WENATCHEE ORTHODONTICS RETIREMENT PLAN & TRUST | 401k | $3.6M | 23 | 2025 | |
| 002 | WENATCHEE ORTHODONTICS DEFINED BENEFIT CASH BALANCE PLAN & TRUST | CashBalance | $2.4M | 22 | 2024 |
Retirement plans