How big is Merritt Insurance Services. LLC's plan?

Merritt Insurance Services. LLC's plan reported $238K in assets and 15 participants for 2024.

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
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MIS 401(k) Plan

401(k) retirement plan · Merritt Insurance Services. LLC's MIS 401(k) Plan held $238K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$238K

Net assets (EOY)

$238K

Plan identifiers

Merritt Insurance Services. LLC's EIN is 46-3505597.

EIN 46-3505597

Plan number 001

Plan year 2024

ACK ID 20250915105602NAL0000650771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merritt Insurance Services. LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merritt Insurance Services. LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 INSURANCE SERVICES. LLC.

Finding similar companies…

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