How big is Merritt Settlement Planning, Inc.'s plan?

Merritt Settlement Planning, Inc.'s plan reported $1.6M in assets for 2025.

Original filing (PDF)20260522101232NAL0006747810001

Merritt Settlement Planning, Inc.

Name: Merritt Settlement Planning, Inc. — Merritt Settleme, Form 5500 (2025)
Creator: Merritt Settlement Planning, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merritt Settlement Planning 401(k) Plan

Defined-contribution retirement plan · Merritt Settlement Planning, Inc.'s Merritt Settlement Planning 401(k) Plan reported $1.6M in plan assets in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

Merritt Settlement Planning, Inc.'s EIN is 45-2728255.

EIN 45-2728255

Plan number 001

Plan year 2025

ACK ID 20260522101232NAL0006747810001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Merritt Settlement Planning, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Merritt Settlement Planning, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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