How big is Adrian L. Merton, Incorporated's plan?

Adrian L. Merton, Incorporated's plan reported $1.7M in assets and 100 participants for 2023.

Original filing (PDF)20250602102859NAL0017526256001

Adrian L. Merton, Incorporated

Name: Adrian L. Merton, Incorporated — Adrian L. Merton, Form 5500 (2023)
Creator: Adrian L. Merton, Incorporated
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Adrian L. Merton, Incorporated Davis-Bacon ACT Retirement Plan

Defined-contribution retirement plan · Adrian L. Merton, Incorporated's Adrian L. Merton, Incorporated Davis-Bacon ACT Retirement Plan held $1.7M in plan assets for 100 participants in 2023.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Timothy A. Merton signed Adrian L. Merton, Incorporated's 2023 Form 5500 as plan administrator.

Timothy A. Merton — 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

Adrian L. Merton, Incorporated's EIN is 52-0849036.

EIN 52-0849036

Plan number 003

Plan year 2023

ACK ID 20250602102859NAL0017526256001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Adrian L. Merton, Incorporated from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Adrian L. Merton, Incorporated's plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ADRIAN L. MERTON, INCORPORATED.

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score