Back to filter
Original filing (PDF)20251010100232NAL0012792816001
MERAKEY USA
Form 5500-SF
FILING_RECEIVED
MERAKEY 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
214
Accounts w/ balance
108
Plan assets (EOY)
$5.8M
Net assets (EOY)
$5.8M
Plan health score (directional)
74
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
80
Knocking points off
- No independent qualified public accountant (IQPA) named.
- 50% balance-to-active ratio — below typical for a healthy 401(k).
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERAKEY USA.
Plan sponsor
Name
MERAKEY USA
EIN
23-2175924
Address
620 GERMANTOWN PIKE · LAFAYETTE HILL, PA · 19444
Phone
(610) 260-4635
Industry
Health Care & Social Assistancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 providersRelated plans
Similar-size Health Care & Social Assistance plans
NEW HORIZONS COMMUNITY SUPPORT SERVICES
NEW HORIZONS COMMUNITY SUPPORT SERVICES 403(B) RETIREMENT PLAN
$5.8M · 98 participants
CHARLES NECHTEM ASSOCIATES, INC.
CHARLES NECHTEM ASSOCIATES INC PROFIT SHARING PLAN
$5.8M · 16 participants
A VERY SPECIAL PLACE, INC.
DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF A VERY SPECIAL PLACE, INC.
$5.8M · 153 participants
APRENDAMOS INTERVENTION TEAM, P.A.
APRENDAMOS INTERVENTION TEAM, P.A. 401(K) PSP AND TRUST
$5.8M · 185 participants
LOOKING GLASS COMMUNITY SERVICES
LOOKING GLASS EMPLOYEES' RETIREMENT PLAN
$5.8M · 295 participants
THE COUNCIL ON RECOVERY
THE COUNCIL ON RECOVERY 403(B) PLAN
$5.7M · 81 participants
Large plans in Pennsylvania
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY INSTITUTIONAL TOTAL INTERNATIONAL STOCK MARKET INDEX TRUST II
$223.1B
VANGUARD FIDUCIARY TRUST COMPANY
VFTC INSTITUTIONAL 500 INDEX TRUST
$183.5B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2035 MASTER TRUST
$116.3B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2045 MASTER TRUST
$109.4B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2040 MASTER TRUST
$108.2B
VANGUARD FIDUCIARY TRUST COMPANY
VANGUARD FIDUCIARY TRUST COMPANY TARGET RETIREMENT 2030 MASTER TRUST
$106.2B
