How big is Merriam Group, LLC's plan?

Merriam Group, LLC's plan reported $940K in assets and 24 participants for 2025.

Original filing (PDF)20260519125947NAL0000994049002

Merriam Group, LLC

Name: Merriam Group, LLC — Merriam Group, LLC 401(k) Plan, Form 5500 (2025)
Creator: Merriam Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merriam Group, LLC 401(k) Plan

401(k) retirement plan · Merriam Group, LLC's Merriam Group, LLC 401(k) Plan held $940K in plan assets for 24 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$940K

Net assets (EOY)

$940K

People on this filing

Nicole Merriam signed Merriam Group, LLC's 2025 Form 5500 as plan administrator.

Nicole Merriam — 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

Merriam Group, LLC's EIN is 47-4441041.

EIN 47-4441041

Plan number 001

Plan year 2025

ACK ID 20260519125947NAL0000994049002

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Merriam Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Merriam Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERRIAM GROUP, 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

Knocking points off