Assets by plan
Share of aggregate retirement assets
Filings through .
Merchantx, LLC
EIN 83-1255420financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.5M assets
Health & Benefits
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 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MERCHANTX, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$1.3M
Participants7
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MERCHANTX, LLC RETIREMENT PLAN
Profit-sharing
Assets$209K
Participants8
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MERCHANTX, LLC CASH BALANCE PENSION PLAN | Cash balance | $1.3M | 7 | 2025 |
| #001 | MERCHANTX, LLC RETIREMENT PLAN | Profit-sharing | $209K | 8 | 2025 |
- #002 · Cash balance · 20257
- #001 · Profit-sharing · 20258
Retirement plans