Meritrust LLC DBA Meritrust Wealth Management (EIN 61-1350711) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $7.0M in plan assets and 12 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Meritrust Wealth Management 401(k) Plan | 001 | 12 | $7.0M |
| Meritrust Wealth Management LLC CBS Benefit Plan | 501 | 0 | $0 |
61-1350711 is the Employer Identification Number (EIN) Meritrust LLC DBA Meritrust Wealth Management reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Kentucky EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
