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MERCK FAMILY FUND — MERCK FAMILY FUND 403(B) RETIREMENT PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250501124646NAL0003194545001
MERCK FAMILY FUND
Form 5500-SF
FILING_RECEIVED
MERCK FAMILY FUND 403(B) RETIREMENT PLAN
403(b) retirement plan
Active participants
2
Accounts w/ balance
2
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MERCK FAMILY FUND
.
Find decision makers
Plan sponsor
Name
MERCK FAMILY FUND
EIN
22-6063382
Address
131 DARTMOUTH STREET, SUITE 30 · BOSTON, MA · 02116
Phone
(781) 789-6516
Industry
Other Services (ex. Public Admin)
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-05-01
Pension benefit codes
2M · 403(b)(7) custodial accounts
3D · Pre-approved plan (master / prototype / VS)
2G · Total participant-directed accounts
2F · ERISA section 404(c)
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
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100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Small plan (5500-SF) — Schedule H data not available.
ASHLAND CHAMBER OF COMMERCE
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$46.7B
