Back to filter
Original filing (PDF)20250714091801NAL0000581379003
MERIT MANAGEMENT GROUP, LLC
Form 5500-SF
FILING_RECEIVED
MERIT MANAGEMENT GROUP, LLC RETIREMENT TRUST
401(k) retirement plan
Active participants
19
Accounts w/ balance
12
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
86
/ 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
80
Knocking points off
- 63% balance-to-active ratio — below typical for a healthy 401(k).
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 MANAGEMENT GROUP, LLC.
Plan sponsor
Name
MERIT MANAGEMENT GROUP, LLC
EIN
92-3899964
Address
7601 OFFICE PLAZA DRIVE NORTH SUITE · WEST DES MOINES, IA · 50266
Phone
(515) 421-6231
Industry
All Other Professional Services· Professional & Technical Servicessee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-10-01
Tax period
2024-12-31
Filed
2025-07-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
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 All Other Professional Services plans
ZENTNER AND ZENTNER, A CALIFORNIA CORPORATION
ZENTNER AND ZENTNER 401(K) PROFIT SHARING PLAN
$1.1M · 4 participants
EARTH + SKY WATER, LLC
EARTH SKY+ WATER, LLC NEW COMPARABILITY 401(K) PROFIT SHARING PLAN
$1.1M · 10 participants
MAVEN BENEFITS PARTNERS
MAVEN BENEFITS PARTNERS 401K PROFIT SHARING PLAN
$1.1M · 4 participants
WELCH WELDING AND TRUCK EQUIPM
WELCH WELDING AND TRUCK EQUIPM 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 9 participants
BEAM ORGANICS, INC
BEAM ORGANICS 401(K) PLAN
$1.1M · 16 participants
HOYT CONSTRUCTION AND HOME IMPROVEMENT, INC.
HOYT CONSTRUCTION AND HOME IMPROVEMENT RETIREMENT PLAN
$1.1M · 7 participants
Large plans in Iowa
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL LARGECAP S&P 500 INDEX SEPARATE ACCOUNT M
$43.4B
TRANSAMERICA RETIREMENT SOLUTIONS CORPORATION
TRANSAMERICA RETIREMENT SOLUTIONS COLLECTIVE TRUST
$13.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL BOND MARKET INDEX SEPARATE ACCOUNT
$12.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL U.S. PROPERTY SEPARATE ACCOUNT
$7.7B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL MIDCAP S&P 400 INDEX SEPARATE ACCOUNT M
$5.5B
PRINCIPAL LIFE INSURANCE COMPANY
PRINCIPAL SMALLCAP S&P 600 INDEX SEPARATE ACCOUNT M
$5.4B