How big is Meritan, Inc.'s plan?

Meritan, Inc.'s plan reported $3.6M in assets and 376 participants for 2024.

Original filing (PDF)20251013132431NAL0002041280001

Meritan, Inc.

Name: Meritan, Inc. — Meritan, Inc. 403(b) Plan, Form 5500 (2024)
Creator: Meritan, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meritan, Inc. 403(b) Plan

403(b) retirement plan · Meritan, Inc.'s Meritan, Inc. 403(b) Plan held $3.6M in plan assets for 376 participants in 2024.

Signals · 1

No auditor on file

Active participants

376

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

People on this filing

Patti Kesler signed Meritan, Inc.'s 2024 Form 5500 as plan administrator.

Patti Kesler — 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

Meritan, Inc.'s EIN is 62-0674655.

EIN 62-0674655

Plan number 005

Plan year 2024

ACK ID 20251013132431NAL0002041280001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meritan, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meritan, Inc.'s plan includes 403(b) custodial accounts, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (1st percentile).

Helping the score