Original filing (PDF)20250815154838NAL0010617921001

MERLO CONSTRUCTION SERVICES, INC.

Name: MERLO CONSTRUCTION SERVICES, INC. — MERLO CONSTRUCTION SERVICES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MERLO CONSTRUCTION SERVICES, INC.

Form 5500-SF

FILING_RECEIVED

MERLO CONSTRUCTION SERVICES, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$272K

Net assets (EOY)

$272K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERLO CONSTRUCTION SERVICES, INC..

Plan sponsor

Name

MERLO CONSTRUCTION SERVICES, INC.

EIN

46-1545180

Address

171 BRANHAM LANE · SUITE 10-503 · SAN JOSE, CA · 96136

Phone

(408) 857-0562

Industry

Constructionsee 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

2025-08-15

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

MONSTER REMOTES, LLC

MONSTER REMOTES LLC CASH BALANCE PLAN

$271K · 7 participants

ROBBIES DOZIER & CONSTRUCTION SERVICES, LLC

ROBBIES DOZIER & CONSTRUCTION SERVICES, LLC 401(K) PLAN

$272K · 13 participants

COMMERCIAL & INDUSTRIAL LAYOUT, INC.

SURVEY SUPPORT RETIREMENT PLAN

$272K · 26 participants

KECI INDUSTRIES, INC.

KECI INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN

$271K · 1 participants

ROCKIN J INC

ROCKIN J INC 401(K) PLAN