How big is Meridian Financial Advisors, LLC's plan?

Meridian Financial Advisors, LLC's plan reported $846K in assets and 4 participants for 2024.

Original filing (PDF)20250529031341NAL0012960128001

Meridian Financial Advisors, LLC

Name: Meridian Financial Advisors, LLC — Meridian Financia, Form 5500 (2024)
Creator: Meridian Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meridian Financial Advisors 401(k) Plan

401(k) retirement plan · Meridian Financial Advisors, LLC's Meridian Financial Advisors 401(k) Plan held $846K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$846K

Net assets (EOY)

$826K

Plan identifiers

Meridian Financial Advisors, LLC's EIN is 52-2452613.

EIN 52-2452613

Plan number 001

Plan year 2024

ACK ID 20250529031341NAL0012960128001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meridian Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meridian Financial Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Helping the score