Original filing (PDF)20250611125427NAL0015953441001

M EHRLICH LLC

Name: M EHRLICH LLC — M EHRLICH LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: M EHRLICH LLC

Form 5500-SF

FILING_RECEIVED

M EHRLICH LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$132K

Net assets (EOY)

$132K

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 M EHRLICH LLC.

Plan sponsor

Name

M EHRLICH LLC

EIN

46-5403890

Address

3910 BOWEN ST · SAINT LOUIS, MO · 631163126

Phone

(314) 881-1952

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

2025-06-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

STERLING INSURANCE CONCEPTS, INC.

STERLING INSURANCE CONCEPTS, INC. PROFIT SHARING PLAN

$131K · 1 participants

28 INSURANCE AGENCY

28 INSURANCE AGENCY 401(K) PLAN

$133K · 11 participants

FARIS & COMPANY

FARIS & COMPANY PROFIT SHARING / 401(K) PLAN

$131K · 1 participants

MEDTECH BILLING SERVICES, INC.

MEDTECH BILLING SERVICES, INC. 401(K) PROFIT SHARING PLAN AND TRUST

$131K · 32 participants

CLEAR POINT CLAIMS, LLC

CLEAR POINT CLAIMS 401(K) PLAN