How big is Merrick, Inc.'s plan?

Merrick, Inc.'s plan reported $2.9M in assets and 198 participants for 2023.

Original filing (PDF)20250724153033NAL0002882371001

Merrick, Inc.

Name: Merrick, Inc. — Merrick, Inc. Pension Plan, Form 5500 (2023)
Creator: Merrick, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merrick, Inc. Pension Plan

403(b) retirement plan · Merrick, Inc.'s Merrick, Inc. Pension Plan held $2.9M in plan assets for 198 participants in 2023.

Signals · 1

No auditor on file

Active participants

198

Accounts w/ balance

113

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Merrick, Inc.'s EIN is 41-0991279.

EIN 41-0991279

Plan number 001

Plan year 2023

ACK ID 20250724153033NAL0002882371001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Merrick, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Merrick, Inc.'s plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score