How big is Meridian Wealth Management, LLC's plan?

Meridian Wealth Management, LLC's plan reported $638K in assets and 20 participants for 2024.

Original filing (PDF)20251014150449NAL0003232001001

Meridian Wealth Management, LLC

Name: Meridian Wealth Management, LLC — Meridian Wealth, Form 5500 (2024)
Creator: Meridian Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meridian Wealth Management 401(k) Plan

401(k) retirement plan · Meridian Wealth Management, LLC's Meridian Wealth Management 401(k) Plan held $638K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$638K

Net assets (EOY)

$638K

Plan identifiers

Meridian Wealth Management, LLC's EIN is 27-0846572.

EIN 27-0846572

Plan number 001

Plan year 2024

ACK ID 20251014150449NAL0003232001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meridian Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meridian Wealth Management, LLC'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 MERIDIAN WEALTH MANAGEMENT, LLC.

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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