How big is Merit Partners, Inc.'s plan?

Merit Partners, Inc.'s plan reported $3.8M in assets and 10 participants for 2025.

Original filing (PDF)20260507113534NAL0002319459001

Merit Partners, Inc.

Name: Merit Partners, Inc. — Merit Partners, Inc. 401(k), Form 5500 (2025)
Creator: Merit Partners, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merit Partners, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Merit Partners, Inc.'s Merit Partners, Inc. 401(k) Profit Sharing Plan held $3.8M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

Merit Partners, Inc.'s EIN is 27-0891249.

EIN 27-0891249

Plan number 002

Plan year 2025

ACK ID 20260507113534NAL0002319459001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Merit Partners, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Merit Partners, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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