How big is Merit CRE - SA, LLC's plan?

Merit CRE - SA, LLC's plan reported $355K in assets and 20 participants for 2024.

Original filing (PDF)20250717134240NAL0000552192001

Merit CRE - SA, LLC

Name: Merit CRE - SA, LLC — Merit CRE 401(k) Plan, Form 5500 (2024)
Creator: Merit CRE - SA, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merit CRE 401(k) Plan

401(k) retirement plan · Merit CRE - SA, LLC's Merit CRE 401(k) Plan held $355K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

People on this filing

Shelly Winsor signed Merit CRE - SA, LLC's 2024 Form 5500 as plan administrator.

Shelly Winsor — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Merit CRE - SA, LLC's EIN is 86-2579541.

EIN 86-2579541

Plan number 001

Plan year 2024

ACK ID 20250717134240NAL0000552192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merit CRE - SA, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merit CRE - SA, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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