How big is Merited Wealth, LLC's plan?

Merited Wealth, LLC's plan reported $595K in assets and 4 participants for 2024.

Original filing (PDF)20250717154836NAL0000296499001

Merited Wealth, LLC

Name: Merited Wealth, LLC — Merited Wealth, LLC 401(k), Form 5500 (2024)
Creator: Merited Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merited Wealth, LLC 401(k) Plan

401(k) retirement plan · Merited Wealth, LLC's Merited Wealth, LLC 401(k) Plan held $595K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$595K

Net assets (EOY)

$595K

Plan identifiers

Merited Wealth, LLC's EIN is 20-0891690.

EIN 20-0891690

Plan number 001

Plan year 2024

ACK ID 20250717154836NAL0000296499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merited Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merited Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERITED WEALTH, LLC.

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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