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THE MERRILL STRATEGY GROUP

EIN 83-0449317-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$999K assets
Welfare
0
Participants
8
PO BOX 8087 - BERKELEY, CA 94707510-508-0572merrillstrategygroup.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#002TraditionalDB-$999K - 8 part

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Retirement#002

THE MERRILL STRATEGY GROUP DEFINED BENEFIT PLAN & TRUST

TraditionalDB

Assets$999K
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
002THE MERRILL STRATEGY GROUP DEFINED BENEFIT PLAN & TRUSTTraditionalDB$999K82025
Retirement plans
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