How big is Merganser Capital Management, LLC's plan?

Merganser Capital Management, LLC's plan reported $26.8M in assets and 32 participants for 2024.

Original filing (PDF)20250821111452NAL0007290448001

Merganser Capital Management, LLC

Name: Merganser Capital Management, LLC — Merganser, Form 5500 (2024)
Creator: Merganser Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merganser Capital Management, LLC 401(k) Plan

401(k) retirement plan · Merganser Capital Management, LLC's Merganser Capital Management, LLC 401(k) Plan held $26.8M in plan assets for 32 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26.8M

Net assets (EOY)

$26.8M

People on this filing

Jeffrey C. Addis signed Merganser Capital Management, LLC's 2024 Form 5500 as plan administrator.

Jeffrey C. Addis — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Merganser Capital Management, LLC's EIN is 46-3651540.

EIN 46-3651540

Plan number 001

Plan year 2024

ACK ID 20250821111452NAL0007290448001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merganser Capital Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merganser Capital Management, 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 MERGANSER CAPITAL MANAGEMENT, LLC.

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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