· 2022–2024 · DOL EFAST2

Mergertree Solutions, LP — Mergertree 401(k) Plan, Form 5500 (2024)

Original filing (PDF)20251014140523NAL0004173600001

Mergertree Solutions, LP

Form 5500-SF

FILING_RECEIVED

Mergertree 401(k) Plan

401(k) retirement plan · Mergertree Solutions, LP's Mergertree 401(k) Plan held $342K in plan assets for 12 participants in 2024.

Active participants

12

Accounts w/ balance

4

Plan assets (EOY)

$342K

Net assets (EOY)

$342K

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

60

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (11th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERGERTREE SOLUTIONS, LP.

Plan sponsor

Name

MERGERTREE SOLUTIONS, LP

EIN

20-1612321all filings

Address

18 AUGUSTA PINES DRIVE · SUITE 130E · SPRING, TX · 77389

Phone

(713) 982-8004

Industry

Management of Companies / Holdings

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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