How big is Meriwether Wealth & Planning, LLC's plan?

Meriwether Wealth & Planning, LLC's plan reported $425K in assets and 8 participants for 2024.

Original filing (PDF)20250710114117NAL0004022035001

Meriwether Wealth & Planning, LLC

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

Form 5500-SF

FILING_RECEIVED

Meriwether Wealth & Planning, LLC 401(k) Plan and Trust

401(k) retirement plan · Meriwether Wealth & Planning, LLC's Meriwether Wealth & Planning, LLC 401(k) Plan and Trust held $425K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$425K

Net assets (EOY)

$425K

Plan identifiers

Meriwether Wealth & Planning, LLC's EIN is 86-1279589.

EIN 86-1279589

Plan number 001

Plan year 2024

ACK ID 20250710114117NAL0004022035001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Meriwether Wealth & Planning, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERIWETHER WEALTH & PLANNING, 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

Helping the score