How big is Mergers Marketing, Inc.'s plan?

Mergers Marketing, Inc.'s plan reported $1.7M in assets and 15 participants for 2025.

Original filing (PDF)20260428155104NAL0021196322001

Mergers Marketing, Inc.

Name: Mergers Marketing, Inc. — Mergers Marketing, Inc., Form 5500 (2025)
Creator: Mergers Marketing, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mergers Marketing, Inc. 401(k) Plan

401(k) retirement plan · Mergers Marketing, Inc.'s Mergers Marketing, Inc. 401(k) Plan held $1.7M in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Michael Lotterstein signed Mergers Marketing, Inc.'s 2025 Form 5500 as plan administrator.

Michael Lotterstein — 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

Mergers Marketing, Inc.'s EIN is 20-3050366.

EIN 20-3050366

Plan number 001

Plan year 2025

ACK ID 20260428155104NAL0021196322001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Mergers Marketing, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Mergers Marketing, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERGERS MARKETING, INC..

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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