Original filing (PDF)20251120131822NAL0012182594001

MERRELL & ASSOCIATES, INC.

Name: MERRELL & ASSOCIATES, INC. — MERRELL & ASSOCIATES, INC. 401K PLAN, Form 5500 (2024)
Creator: MERRELL & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MERRELL & ASSOCIATES, INC. 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$876K

Net assets (EOY)

$876K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERRELL & ASSOCIATES, INC..

Plan sponsor

Name

MERRELL & ASSOCIATES, INC.

EIN

58-1350958

Address

200 RIDGECREST AVE · CARROLLTON, GA · 301173900

Phone

(770) 834-7330

Industry

Plumbing, Heating, AC Contractors· Constructionsee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-11-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Plumbing, Heating, AC Contractors plans

STROWS PLUMBING & HEATING, INC.

STROW'S PLUMBING & HEATING 401(K) PLAN

$876K · 24 participants

PARKER FUEL COMPANY, INC.

PARKER FUEL COMPANY, INC. 401(K) PLAN

$876K · 20 participants

TED'S PLUMBING AND HEATING, INC.

TED'S PLUMBING AND HEATING, INC. 401(K) PLAN

$875K · 6 participants

MANWILL PLUMBING AND HEATING, INC.

MANWILL PLUMBING AND HEATING, INC. 401(K) PLAN

$875K · 26 participants

LEGACY PLUMBING LLC

LEGACY PLUMBING LLC 401(K) PROFIT SHARING PLAN & TRUST