How big is Merkle Retirement Planning's plan?

Merkle Retirement Planning's plan reported $1.8M in assets and 20 participants for 2024.

Original filing (PDF)20250514163053NAL0042766962001

Merkle Retirement Planning

Name: Merkle Retirement Planning — Merkle Retirement, Form 5500 (2024)
Creator: Merkle Retirement Planning
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merkle Retirement Planning 401(k) Plan and Trust

401(k) retirement plan · Merkle Retirement Planning's Merkle Retirement Planning 401(k) Plan and Trust held $1.8M in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Loren Merkle signed Merkle Retirement Planning's 2024 Form 5500 as plan administrator.

Loren Merkle — 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

Merkle Retirement Planning's EIN is 46-3803147.

EIN 46-3803147

Plan number 001

Plan year 2024

ACK ID 20250514163053NAL0042766962001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merkle Retirement Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merkle Retirement Planning's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERKLE RETIREMENT PLANNING.

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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