How big is ROTH & Merritt, P.C.'s plan?

ROTH & Merritt, P.C.'s plan reported $1.7M in assets and 4 participants for 2024.

Original filing (PDF)20251007175755NAL0005145937001

ROTH & Merritt, P.C.

Name: ROTH & Merritt, P.C. — ROTH & Merritt, P.C., Form 5500 (2024)
Creator: ROTH & Merritt, P.C.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

ROTH & Merritt, P.C. Incentive Savings Plan

401(k) retirement plan · ROTH & Merritt, P.C.'s ROTH & Merritt, P.C. Incentive Savings Plan held $1.7M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

ROTH & Merritt, P.C.'s EIN is 22-3175862.

EIN 22-3175862

Plan number 001

Plan year 2024

ACK ID 20251007175755NAL0005145937001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for ROTH & Merritt, P.C. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

ROTH & Merritt, P.C.'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 ROTH & MERRITT, P.C..

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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

Knocking points off