Original filing (PDF)20250617124812NAL0004233682001

MERRION INVESTMENT MANAGEMENT COMPANY LLC

Name: MERRION INVESTMENT MANAGEMENT COMPANY LLC — MERRION INVESTMENTS MANAGEMENTS CO LLC 401(K) PLAN PROFIT SHARIN, Form 5500 (2024)
Creator: MERRION INVESTMENT MANAGEMENT COMPANY LLC

Form 5500-SF

FILING_RECEIVED

MERRION INVESTMENTS MANAGEMENTS CO LLC 401(K) PLAN PROFIT SHARIN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

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 average account balance (85th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MERRION INVESTMENT MANAGEMENT COMPANY LLC

EIN

20-3897712

Address

184 NO. AVENUE EAST · SUITE 103 · CRANFORD, NJ · 07016

Phone

(908) 654-0033

Industry

Finance & Insurancesee all

Plan administrator