Original filing (PDF)20250918122306NAL0001334401001

MEER & MEER INVESTMENTS

Name: MEER & MEER INVESTMENTS — MEER & MEER INVESTMENTS 401K PLAN, Form 5500 (2024)
Creator: MEER & MEER INVESTMENTS

Form 5500-SF

FILING_RECEIVED

MEER & MEER INVESTMENTS 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$803K

Net assets (EOY)

$803K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (12th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MEER & MEER INVESTMENTS

EIN

75-2829104

Address

1103 E. ENNIS AVE. · ENNIS, TX · 75119

Phone

(972) 875-9451

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-09-18

Pension benefit codes

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

GIL MOORE OIL COMPANY

GIL MOORE OIL COMPANY 401(K) PLAN

$802K · 37 participants

RAJ AND PARTH, LLC

RAJ AND PARTH, LLC 401(K) PLAN

$825K · 6 participants

ALEXANDER STEARNS LLC

ALEXANDER STEARNS HOLDINGS 401(K) PLAN

$830K · 39 participants

FRIENDLY FUELS, INC.

FRIENDLY FUELS, INC. 401(K) PROFIT SHARING PLAN

$837K · 2 participants

DORE STORE'S, INC

DORE STORES, INC. RETIREMENT SAVINGS PLAN

$848K · 70 participants