Original filing (PDF)20251008195531NAL0014129986001

Meridian Wealth Management West, LLC

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

Form 5500-SF

FILING_RECEIVED

Meridian West 401(k) Plan

401(k) retirement plan · Meridian Wealth Management West, LLC's Meridian West 401(k) Plan held $81K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$81K

Net assets (EOY)

$81K

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.

Decision-maker contacts

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

Plan sponsor

Name

MERIDIAN WEALTH MANAGEMENT WEST, LLC

EIN

84-4202430all filings

Address

C/O MERIDIAN WEALTH MANAGEMENT LLC · 250 WEST MAIN STREET, STE 3150 · LEXINGTON, KY · 40507

Phone

(859) 543-4516

Industry

Finance & Insurance

Plan administrator