Original filing (PDF)20250605123358NAL0009158323001

MERRITT, WEBB, WILSON, & CARUSO, PLLC

Name: MERRITT, WEBB, WILSON, & CARUSO, PLLC — MERRITT, WEBB, WILSON, & CARUSO, PLLC 401(K) PLAN, Form 5500 (2024)
Creator: MERRITT, WEBB, WILSON, & CARUSO, PLLC

Form 5500-SF

FILING_RECEIVED

MERRITT, WEBB, WILSON, & CARUSO, PLLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.5M

Net assets (EOY)

$8.5M

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERRITT, WEBB, WILSON, & CARUSO, PLLC.

Plan sponsor

Name

MERRITT, WEBB, WILSON, & CARUSO, PLLC

EIN

56-2264802

Address

2525 MERIDIAN PARKWAY · SUITE 300 · DURHAM, NC · 27713

Phone

(919) 688-7393

Industry

Law Offices· Professional & Technical Servicessee all

Plan administrator