How big is Meritis Wealth Management, Inc.'s plan?

Meritis Wealth Management, Inc.'s plan reported $645K in assets and 3 participants for 2025.

Original filing (PDF)20260220082710NAL0009841472001

Meritis Wealth Management, Inc.

Name: Meritis Wealth Management, Inc. — Meritis Wealth, Form 5500 (2025)
Creator: Meritis Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meritis Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Meritis Wealth Management, Inc.'s Meritis Wealth Management, Inc. 401(k) Plan held $645K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$645K

Net assets (EOY)

$645K

Plan identifiers

Meritis Wealth Management, Inc.'s EIN is 47-3670576.

EIN 47-3670576

Plan number 001

Plan year 2025

ACK ID 20260220082710NAL0009841472001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Meritis Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Meritis Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERITIS WEALTH MANAGEMENT, INC..

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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