Original filing (PDF)20250430094444NAL0001724833001

Mercurio Wealth Advisors

Name: Mercurio Wealth Advisors — Mercurio Wealth Advisors, Form 5500 (2023)
Creator: Mercurio Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mercurio Wealth Advisors CBS Benefit Plan

Health & welfare plan · Mercurio Wealth Advisors' Mercurio Wealth Advisors CBS Benefit Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Joseph HSU signed Mercurio Wealth Advisors' 2023 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

Mercurio Wealth Advisors' EIN is 61-1369622.

EIN 61-1369622

Plan number 501

Plan year 2023

ACK ID 20250430094444NAL0001724833001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Mercurio Wealth Advisors from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Mercurio Wealth Advisors' plan includes health coverage.

Decision-maker contacts

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

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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