How big is Merit Wealth Management's plan?

Merit Wealth Management's plan reported $1.2M in assets and 7 participants for 2024.

Original filing (PDF)20251015202007NAL0002859011001

Merit Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Merit Wealth Management Defined Benefit Pension Plan

Defined-benefit pension plan · Merit Wealth Management's Merit Wealth Management Defined Benefit Pension Plan held $1.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Merit Wealth Management's EIN is 47-5016308.

EIN 47-5016308

Plan number 002

Plan year 2024

ACK ID 20251015202007NAL0002859011001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merit Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merit Wealth Management's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off