How big is Merchant Forecast LLC's plan?

Merchant Forecast LLC's plan reported $1.1M in assets and 2 participants for 2025.

Original filing (PDF)20260522050709NAL0006341778001

Merchant Forecast LLC

Name: Merchant Forecast LLC — Merchant Forecast Retirement, Form 5500 (2025)
Creator: Merchant Forecast LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merchant Forecast Retirement Plan

401(k) retirement plan · Merchant Forecast LLC's Merchant Forecast Retirement Plan held $1.1M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Dan HESS signed Merchant Forecast LLC's 2025 Form 5500 as plan administrator.

Dan HESS — 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

Merchant Forecast LLC's EIN is 76-0705703.

EIN 76-0705703

Plan number 001

Plan year 2025

ACK ID 20260522050709NAL0006341778001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Merchant Forecast LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Merchant Forecast LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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