Original filing (PDF)20250929084435NAL0010658561001

MERRIMAN PITT/ANDERSON, INC.

Name: MERRIMAN PITT/ANDERSON, INC. — MERRIMAN PITT ANDERSON 401(K) PLAN, Form 5500 (2024)
Creator: MERRIMAN PITT/ANDERSON, INC.

Form 5500-SF

FILING_RECEIVED

MERRIMAN PITT ANDERSON 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan health score

/ 100

Grade B

Above-average plan

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERRIMAN PITT/ANDERSON, INC..

Plan sponsor

Name

MERRIMAN PITT/ANDERSON, INC.

EIN

45-4663965

Address

208 WEST 4TH ST. SUITE 3A · AUSTIN, TX · 78701

Phone

(512) 472-1111

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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