Original filing (PDF)20251015140814NAL0009983250001

Merriman Legando & Williams LLC

Name: Merriman Legando & Williams LLC — Merriman Legando &, Form 5500 (2024)
Creator: Merriman Legando & Williams LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merriman Legando & Williams LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Merriman Legando & Williams LLC's Merriman Legando & Williams LLC 401(k) Profit Sharing Plan & Trust held $1.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

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

Plan sponsor

Name

MERRIMAN LEGANDO & WILLIAMS LLC

EIN

84-2302733all filings

Address

1360 W 9TH ST STE 200 · CLEVELAND, OH · 44113

Phone

(216) 522-9000

Industry