How big is Merchant Source Inc.'s plan?

Merchant Source Inc.'s plan reported $199K in assets and 8 participants for 2024.

Original filing (PDF)20250527135842NAL0003999427001

Merchant Source Inc.

Name: Merchant Source Inc. — Merchant Source Inc. 401(k), Form 5500 (2024)
Creator: Merchant Source Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merchant Source Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Merchant Source Inc.'s Merchant Source Inc. 401(k) Profit Sharing Plan & Trust held $199K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$199K

Net assets (EOY)

$199K

People on this filing

Edward Rojas signed Merchant Source Inc.'s 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Merchant Source Inc.'s EIN is 90-0358967.

EIN 90-0358967

Plan number 001

Plan year 2024

ACK ID 20250527135842NAL0003999427001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merchant Source Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merchant Source Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

MERCHANT SOURCE INC

EIN

all filings

Address

200 GARDEN CITY PLZ STE 215 · GARDEN CITY, NY · 115303338

Phone

(516) 492-3380

Industry

Finance & Insurance

Plan administrator