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

Meritas Wealth Management, LLC's plan reported $2.3M in assets and 11 participants for 2024.

Original filing (PDF)20251008161300NAL0010143552001

Meritas Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Meritas Wealth Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Meritas Wealth Management, LLC's Meritas Wealth Management LLC 401(k) Profit Sharing Plan held $2.3M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Tiffani Clarke signed Meritas Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Tiffani Clarke — 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

Meritas Wealth Management, LLC's EIN is 32-0269007.

EIN 32-0269007

Plan number 001

Plan year 2024

ACK ID 20251008161300NAL0010143552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Meritas Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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