How big is Merritt Chase LLC's plan?

Merritt Chase LLC's plan reported $168K in assets and 8 participants for 2025.

Original filing (PDF)20260430220550NAL0000562960034

Merritt Chase LLC

Name: Merritt Chase LLC — Merritt Chase LLC 401(k) Plan, Form 5500 (2025)
Creator: Merritt Chase LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merritt Chase LLC 401(k) Plan

401(k) retirement plan · Merritt Chase LLC's Merritt Chase LLC 401(k) Plan held $168K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Elantha Barry signed Merritt Chase LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Chase LLC's EIN is 82-2461763.

EIN 82-2461763

Plan number 001

Plan year 2025

ACK ID 20260430220550NAL0000562960034

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score