How big is MERS Investments LLC's plan?

MERS Investments LLC's plan reported $243K in assets and 47 participants for 2023.

Original filing (PDF)20240713050327NAL0039723170001

MERS Investments LLC

Name: MERS Investments LLC — MERS Investments LLC 401(k), Form 5500 (2023)
Creator: MERS Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MERS Investments LLC 401(k)

401(k) retirement plan · MERS Investments LLC's MERS Investments LLC 401(k) held $243K in plan assets for 47 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

People on this filing

Eric Morga signed MERS Investments LLC's 2023 Form 5500 as plan administrator.

Eric Morga — 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

MERS Investments LLC's EIN is 47-5515041.

EIN 47-5515041

Plan number 001

Plan year 2023

ACK ID 20240713050327NAL0039723170001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for MERS Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

MERS Investments 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 MERS INVESTMENTS LLC.

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Plan health score

Above-average plan

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