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Original filing (PDF)20250602102859NAL0017526256001
ADRIAN L. MERTON, INCORPORATED
Form 5500-SF
FILING_RECEIVED
ADRIAN L. MERTON, INCORPORATED DAVIS-BACON ACT RETIREMENT PLAN
Defined-contribution retirement plan
Active participants
100
Accounts w/ balance
85
Plan assets (EOY)
$1.7M
Net assets (EOY)
$1.7M
Plan health score (directional)
86
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
90
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Knocking points off
- No IQPA named; plan is in the 80-120 transition zone — may be filing as small.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ADRIAN L. MERTON, INCORPORATED.
Plan sponsor
Name
ADRIAN L. MERTON, INCORPORATED
EIN
52-0849036
Address
PO BOX 3570 · CAPITOL HEIGHTS, MD · 20791
Phone
(301) 336-2700
Industry
Plumbing, Heating, AC Contractors· Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2023
Plan year begin
2023-12-01
Tax period
2024-11-30
Filed
2025-06-02
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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