How big is Merit Advisors LLC's plan?

Merit Advisors LLC's plan reported $1K in assets and 3 participants for 2024.

Original filing (PDF)20251126140931NAL0009508274001

Merit Advisors LLC

Name: Merit Advisors LLC — Merit Advisors LLC SOCA Benefit, Form 5500 (2024)
Creator: Merit Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merit Advisors LLC SOCA Benefit Plan

Health & welfare plan · Merit Advisors LLC's Merit Advisors LLC SOCA Benefit Plan held $1K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1K

Net assets (EOY)

$486

People on this filing

Matt Appenzeller signed Merit Advisors LLC's 2024 Form 5500 as plan administrator.

Matt Appenzeller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Merit Advisors LLC's EIN is 30-1304644.

EIN 30-1304644

Plan number 501

Plan year 2024

ACK ID 20251126140931NAL0009508274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merit Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merit Advisors LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERIT ADVISORS LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score