Original filing (PDF)20250915105602NAL0000650771001

MERRITT INSURANCE SERVICES. LLC

Name: MERRITT INSURANCE SERVICES. LLC — MIS 401(K) PLAN, Form 5500 (2024)
Creator: MERRITT INSURANCE SERVICES. LLC

Form 5500-SF

FILING_RECEIVED

MIS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

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.

Decision-maker contacts

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

Plan sponsor

Name

MERRITT INSURANCE SERVICES. LLC

EIN

46-3505597

Address

PO BOX 528 · KEMP, TX · 75143

Phone

(214) 247-7393

Industry

Finance & Insurancesee 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

2025-09-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SPECIALTY MARKET MANAGERS, LLC

SPECIALTY MARKET MANAGERS, LLC 401(K) PLAN

$236K · 8 participants

KESEL INSURANCE AGENCY LLC

FARMERS INSURANCE 401(K) PLAN

$239K · 3 participants

WORKERS' COMPENSATION REINSURANCE ASSOCIATION

YOURWAY HRA BENEFIT PLAN OF WORKERS' COMPENSATION REINSURANCE ASSOCIATION

$244K · 30 participants

BALDWIN MUTUAL INSURANCE COMPANY, INC

BALDWIN MUTUAL INSURANCE COMPANY 401(K) PLAN

$250K · 12 participants

THE INSURANCE OUTLET

THE INSURANCE OUTLET 401(K) PLAN