How big is Merrell Soule Architects, P.C.'s plan?

Merrell Soule Architects, P.C.'s plan reported $1.1M in assets and 11 participants for 2024.

Original filing (PDF)20250728113759NAL0003207490001

Merrell Soule Architects, P.C.

Name: Merrell Soule Architects, P.C. — James Merrell, Form 5500 (2024)
Creator: Merrell Soule Architects, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

James Merrell Architects 401(k) Plan

401(k) retirement plan · Merrell Soule Architects, P.C.'s James Merrell Architects 401(k) Plan held $1.1M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

James Merrell signed Merrell Soule Architects, P.C.'s 2024 Form 5500 as plan administrator.

James Merrell — 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

Merrell Soule Architects, P.C.'s EIN is 11-3378791.

EIN 11-3378791

Plan number 002

Plan year 2024

ACK ID 20250728113759NAL0003207490001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merrell Soule Architects, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merrell Soule Architects, P.C.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERRELL SOULE ARCHITECTS, P.C..

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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 (91st percentile).

Plan sponsor

Name

MERRELL SOULE ARCHITECTS, P.C.

EIN

all filings

Address

66 MAIN STREET · PO BOX 210 · SAG HARBOR, NY · 11963

Phone

(631) 725-9842

Industry

Professional & Technical Services

Plan administrator