How big is Merchants Exchange's plan?

Merchants Exchange's plan reported $2.1M in assets and 21 participants for 2024.

Original filing (PDF)20250627112421NAL0014082896001

Merchants Exchange

Name: Merchants Exchange — Merchants Exchange 401(k) Plan, Form 5500 (2024)
Creator: Merchants Exchange
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merchants Exchange 401(k) Plan

401(k) retirement plan · Merchants Exchange's Merchants Exchange 401(k) Plan held $2.1M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Merchants Exchange's EIN is 93-0224840.

EIN 93-0224840

Plan number 002

Plan year 2024

ACK ID 20250627112421NAL0014082896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merchants Exchange from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merchants Exchange's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

MERCHANTS EXCHANGE

EIN

all filings

Address

200 SW MARKET ST · STE 190 · PORTLAND, OR · 97201

Phone

(503) 228-4361

Industry

Other Services (ex. Public Admin)

Plan administrator