AUMdb

Merrill Farms, Llc Retirement Plan & Trust

Sponsored by Merrill Farms, Llc · EIN 770545932 · Plan #001 · Salinas, CA

Total assets
$16.8M
Net assets
$16.8M
Active participants
218
With balances
121

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

Firm Match Plan year
Wells Fargo Advisors Financial Network, Llc CRD 11025 fuzzy_auto · 96% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Wells Fargo Advisors Financial Investment advisory (participants) $0