How big is Meridiem Advisory Group, LLC's plan?

Meridiem Advisory Group, LLC's plan reported $1.8M in assets and 13 participants for 2025.

Original filing (PDF)20260424154115NAL0003260227001

Meridiem Advisory Group, LLC

Name: Meridiem Advisory Group, LLC — Meridiem Advisory, Form 5500 (2025)
Creator: Meridiem Advisory Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meridiem Advisory Group, LLC 401(k) Plan

401(k) retirement plan · Meridiem Advisory Group, LLC's Meridiem Advisory Group, LLC 401(k) Plan held $1.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

TRIP Phillips signed Meridiem Advisory Group, LLC's 2025 Form 5500 as plan administrator.

TRIP Phillips — 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

Meridiem Advisory Group, LLC's EIN is 20-1475050.

EIN 20-1475050

Plan number 001

Plan year 2025

ACK ID 20260424154115NAL0003260227001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Meridiem Advisory Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Meridiem Advisory Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERIDIEM ADVISORY GROUP, 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