How big is Meridian Wealth Advisors, LLC's plan?

Meridian Wealth Advisors, LLC's plan reported $2.4M in assets and 11 participants for 2024.

Original filing (PDF)20250514115611NAL0019061793001

Meridian Wealth Advisors, LLC

Name: Meridian Wealth Advisors, LLC — Meridian Wealth, Form 5500 (2024)
Creator: Meridian Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meridian Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Meridian Wealth Advisors, LLC's Meridian Wealth Advisors, LLC 401(k) Plan held $2.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

JOSH Galatzan signed Meridian Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

JOSH Galatzan — 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

Meridian Wealth Advisors, LLC's EIN is 81-0872715.

EIN 81-0872715

Plan number 001

Plan year 2024

ACK ID 20250514115611NAL0019061793001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Meridian Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Meridian Wealth Advisors, 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 MERIDIAN WEALTH ADVISORS, 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