How big is Merrimack Valley Project's plan?

Merrimack Valley Project's plan reported $132K in assets and 1 participants for 2023.

Original filing (PDF)20241015221053NAL0058360674001

Merrimack Valley Project

Name: Merrimack Valley Project — Merrimack Valley Project, Form 5500 (2023)
Creator: Merrimack Valley Project
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merrimack Valley Project Employee Retirement Program

403(b) retirement plan · Merrimack Valley Project's Merrimack Valley Project Employee Retirement Program held $132K in plan assets for 1 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

People on this filing

Michael Morrill signed Merrimack Valley Project's 2023 Form 5500 as plan administrator.

Michael Morrill — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Merrimack Valley Project's EIN is 04-3132443.

EIN 04-3132443

Plan number 001

Plan year 2023

ACK ID 20241015221053NAL0058360674001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Merrimack Valley Project from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Merrimack Valley Project's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, 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 (99th percentile).

Plan sponsor

Name

MERRIMACK VALLEY PROJECT

EIN

all filings

Address

1045 ESSEX STREET · LAWRENCE, MA · 01841

Phone

(978) 686-0650

Industry

Other Services (ex. Public Admin)

Plan administrator