Merlinos & Associates, Inc. 401(k), pension plans
2 retirement plans filed by Merlinos & Associates, Inc. from 2012 to 2025: 1 moved its money into another plan and 1 ended.
Worked at Merlinos & Associates, Inc.?
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Its plans
Merlinos & Associates, Inc. 401(k) Plan
401(k) · filed 2012 to 2025 · up to 73 people · employer ID 58-2512336, plan 001
In 2024, its money moved into the Fiducient Advisors Pooled Employer Plan.
Merlinos & Associates, Inc. Cash Balance Plan
Pension · filed 2014 to 2022 · up to 69 people · employer ID 58-2512336, plan 002
Filed its final report for 2022.
Questions
What happened to Merlinos & Associates, Inc.'s older plans?
The Merlinos & Associates, Inc. 401(k) Plan: In 2024, its money moved into the Fiducient Advisors Pooled Employer Plan. Accounts move with the money, so ask the plan that received it.
Can money still be in an old Merlinos & Associates, Inc. plan that ended?
Yes. A plan that ends must pay out or move every account, but people who moved or never answered can be missed. The plan's last company, an IRA provider it used, PBGC or your state's unclaimed property office may hold it. The free search shows which, for your years.
What kinds of retirement plans did Merlinos & Associates, Inc. have?
Its filings show 401(k) and pension plans, filed 2012 to 2025.
Sources: 23 annual reports filed with the U.S. Department of Labor (Form 5500), 2012 to 2025; recordkeepers from each plan's latest service-provider schedule; phone numbers from each company's own site. Employer IDs: 58-2512336. Updated with each data release. How we search. Plan facts only, no one's balance. No referral fees, no affiliate money. Attovar is not part of Merlinos & Associates, Inc. or the government.