Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERCHANTX, LLC
EIN 83-1255420financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Welfare
0
Participants
15
48 FREE ST., SUITE 220 - PORTLAND, ME 04101207-838-1270merchantx.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.5M assets / 15 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#002
MERCHANTX, LLC CASH BALANCE PENSION PLAN
CashBalance
Assets$1.3M
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MERCHANTX, LLC RETIREMENT PLAN
ProfitSharing
Assets$209K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MERCHANTX, LLC CASH BALANCE PENSION PLAN | CashBalance | $1.3M | 7 | 2025 | |
| 001 | MERCHANTX, LLC RETIREMENT PLAN | ProfitSharing | $209K | 8 | 2025 |
Retirement plans