How big is Steven B Merolla's plan?

Steven B Merolla's plan reported $257K in assets and 3 participants for 2024.

Original filing (PDF)20251014124815NAL0003977888001

Steven B Merolla

Name: Steven B Merolla — Merolla & Associates 401(k) Plan, Form 5500 (2024)
Creator: Steven B Merolla
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merolla & Associates 401(k) Plan

401(k) retirement plan · Steven B Merolla's Merolla & Associates 401(k) Plan held $257K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$257K

Net assets (EOY)

$257K

Plan identifiers

Steven B Merolla's EIN is 26-2980829.

EIN 26-2980829

Plan number 001

Plan year 2024

ACK ID 20251014124815NAL0003977888001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Steven B Merolla from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Steven B Merolla's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for STEVEN B MEROLLA.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

STEVEN B MEROLLA

EIN

all filings

Address

469 CENTERVILLE ROAD, SUITE 206 · WARWICK, RI · 02886

Phone

(401) 739-2900

Industry

Law Offices· Professional & Technical Services

Plan administrator