How big is Meritrust LLC DBA Meritrust Wealth Management's plan?

Meritrust LLC DBA Meritrust Wealth Management's plan reported $7.0M in assets and 12 participants for 2024.

Original filing (PDF)20251101113509NAL0006598432001

Meritrust LLC DBA Meritrust Wealth Management

Name: Meritrust LLC DBA Meritrust Wealth Management — Form 5500 Plan 001 (2024)
Creator: Meritrust LLC DBA Meritrust Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meritrust Wealth Management 401(k) Plan

401(k) retirement plan · Meritrust LLC DBA Meritrust Wealth Management's Meritrust Wealth Management 401(k) Plan held $7.0M in plan assets for 12 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

Plan identifiers

Meritrust LLC DBA Meritrust Wealth Management's EIN is 61-1350711.

EIN 61-1350711

Plan number 001

Plan year 2024

ACK ID 20251101113509NAL0006598432001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meritrust LLC DBA Meritrust Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meritrust LLC DBA Meritrust Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERITRUST LLC DBA MERITRUST WEALTH MANAGEMENT.

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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