Original filing (PDF)20251229132848NAL0028555408001

Meritrust Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Meritrust Wealth Management LLC CBS Benefit Plan

Health & welfare plan · Meritrust Wealth Management LLC's Meritrust Wealth Management LLC CBS Benefit Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph HSU signed Meritrust Wealth Management LLC's 2024 Form 5500 as plan administrator.

Joseph HSU — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

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

EIN 61-1350711

Plan number 501

Plan year 2024

ACK ID 20251229132848NAL0028555408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Meritrust Wealth Management LLC's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score