Original filing (PDF)20250815120416NAL0010161875001

Merkel Financial Services, Inc.

Name: Merkel Financial Services, Inc. — Merkel Financial, Form 5500 (2024)
Creator: Merkel Financial Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merkel Financial Services, Inc. 401(k) Plan

401(k) retirement plan · Merkel Financial Services, Inc.'s Merkel Financial Services, Inc. 401(k) Plan held $772K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

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 (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERKEL FINANCIAL SERVICES, INC..

Plan sponsor

Name

MERKEL FINANCIAL SERVICES, INC.

EIN

31-1438651all filings

Address

1901 NORTHWEST BLVD. · COLUMBUS, OH · 43212

Phone

(614) 481-4455

Industry