Back to filter
Original filing (PDF)20250909142706NAL0042863810001
MERIT ASPHALT LLC
Form 5500-SF
FILING_RECEIVED
MERIT ASPHALT 401(K) PLAN
401(k) retirement plan
Active participants
82
Accounts w/ balance
96
Plan assets (EOY)
$8.3M
Net assets (EOY)
$8.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERIT ASPHALT LLC.
Plan sponsor
Name
MERIT ASPHALT LLC
EIN
85-4085871
Address
S84 W18645 ENTERPRISE DRIVE · MUSKEGO, WI · 53150
Phone
(414) 679-3388
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-09
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2G · Total participant-directed accounts
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2S · Automatic enrollment
2F · ERISA section 404(c)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
WESLEY FINANCIAL GROUP, LLC
EMPLOYEE BENEFIT PLAN OF WESLEY FINANCIAL GROUP, LLC
$8.3M · 272 participants
MULLIN & LONERGAN ASSOCIATES INCORP
MULLIN & LONERGAN 401(K) PROFIT SHARING PLAN
$8.3M · 21 participants
SANTA MARGHERITA USA INC
SANTA MARGHERITA USA INC 401(K) PROFIT SHARING PLAN & TRUST
$8.4M · 78 participants
AUTO SERVICES COMPANY, INC.
AUTO SERVICES COMPANY, INC. EMPLOYEES 401(K) PLAN
$8.4M · 76 participants
SEARCH DAY PROGRAM, INC.
SEARCH DAY PROGRAM 401(K) PLAN
$8.4M · 80 participants
METROPOLITAN MINISTRIES, INC
METROPOLITAN MINISTRIES, INC. 401(K) PLAN
$8.3M · 302 participants
Large plans in Wisconsin
ADVOCATE AURORA HEALTH, INC
ADVOCATE AURORA HEALTH 401(K) PLAN
$10.5B · 83,445 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS RETIREMENT SAVINGS AND INVESTMENT PLAN
$7.2B · 34,487 participants
JOHNSON CONTROLS, INC.
JOHNSON CONTROLS, INC. DEFINED CONTRIBUTION PLAN TRUST
$7.1B
FISERV SOLUTIONS, LLC.
FISERV 401(K) SAVINGS PLAN
$5.1B · 22,809 participants
KIMBERLY-CLARK CORPORATION
KIMBERLY-CLARK CORPORATION 401(K) & PROFIT SHARING PLAN
$5.0B · 11,273 participants
ROCKWELL AUTOMATION
ROCKWELL AUTOMATION INC DEFINED CONTRIBUTION MASTER TRUST
$3.8B