How big is The Merrill Strategy Group's plan?

The Merrill Strategy Group's plan reported $999K in assets and 4 participants for 2025.

Original filing (PDF)20260504152720NAL0000017872001

The Merrill Strategy Group

Name: The Merrill Strategy Group — The Merrill Strategy, Form 5500 (2025)
Creator: The Merrill Strategy Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Merrill Strategy Group Defined Benefit Plan & Trust

Defined-benefit pension plan · The Merrill Strategy Group's The Merrill Strategy Group Defined Benefit Plan & Trust held $999K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$999K

Net assets (EOY)

$999K

People on this filing

Katherine Merrill signed The Merrill Strategy Group's 2025 Form 5500 as plan administrator.

Katherine Merrill — 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

The Merrill Strategy Group's EIN is 83-0449317.

EIN 83-0449317

Plan number 002

Plan year 2025

ACK ID 20260504152720NAL0000017872001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Merrill Strategy Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Merrill Strategy Group's plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MERRILL STRATEGY GROUP.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

Knocking points off