How big is Meyer, Scherer & Rockcastle, Ltd.'s plan?

Meyer, Scherer & Rockcastle, Ltd.'s plan reported $12.3M in assets and 41 participants for 2024.

Original filing (PDF)20251106175408NAL0009643905001

Meyer, Scherer & Rockcastle, Ltd.

Name: Meyer, Scherer & Rockcastle, Ltd. — Meyer, Scherer &, Form 5500 (2024)
Creator: Meyer, Scherer & Rockcastle, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meyer, Scherer & Rockcastle, Ltd. 401(k) Profit Sharing Plan

401(k) retirement plan · Meyer, Scherer & Rockcastle, Ltd.'s Meyer, Scherer & Rockcastle, Ltd. 401(k) Profit Sharing Plan held $12.3M in plan assets for 41 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$12.3M

Net assets (EOY)

$12.3M

People on this filing

Traci Lesneski signed Meyer, Scherer & Rockcastle, Ltd.'s 2024 Form 5500 as plan administrator.

Traci Lesneski — 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

Meyer, Scherer & Rockcastle, Ltd.'s EIN is 41-1408672.

EIN 41-1408672

Plan number 001

Plan year 2024

ACK ID 20251106175408NAL0009643905001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meyer, Scherer & Rockcastle, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meyer, Scherer & Rockcastle, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEYER, SCHERER & ROCKCASTLE, LTD..

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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

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).

Plan sponsor

Name

MEYER, SCHERER & ROCKCASTLE, LTD.

EIN

all filings

Address

510 MARQUETTE AVE S, STE 200 · MINNEAPOLIS, MN · 55402

Phone

(612) 375-0336

Industry

Professional & Technical Services

Plan administrator