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

MRK Wealth Advisors, LLC's plan reported $3.0M in assets and 7 participants for 2024.

Original filing (PDF)20250714101849NAL0000782803001

MRK Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

MRK Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · MRK Wealth Advisors, LLC's MRK Wealth Advisors, LLC 401(k) Plan held $3.0M in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

Plan identifiers

MRK Wealth Advisors, LLC's EIN is 85-2459469.

EIN 85-2459469

Plan number 001

Plan year 2024

ACK ID 20250714101849NAL0000782803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MRK 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 MRK 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

Knocking points off