How big is Merritt & Grinstead, LLC's plan?

Merritt & Grinstead, LLC's plan reported $3.1M in assets and 7 participants for 2023.

Original filing (PDF)20240911114813NAL0003609859004

Merritt & Grinstead, LLC

Name: Merritt & Grinstead, LLC — Merritt & Grinstead, Form 5500 (2023)
Creator: Merritt & Grinstead, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merritt & Grinstead

Defined-contribution retirement plan · Merritt & Grinstead, LLC's Merritt & Grinstead held $3.1M in plan assets for 7 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

People on this filing

John A. Vandaveer signed Merritt & Grinstead, LLC's 2023 Form 5500 as plan administrator.

John A. Vandaveer — 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

Merritt & Grinstead, LLC's EIN is 75-2995249.

EIN 75-2995249

Plan number 002

Plan year 2023

ACK ID 20240911114813NAL0003609859004

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Merritt & Grinstead, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Merritt & Grinstead, LLC's plan includes profit-sharing.

Decision-maker contacts

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

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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