How big is Merrill O'SULlivan LLP's plan?

Merrill O'SULlivan LLP's plan reported $1.1M in assets and 7 participants for 2023.

Original filing (PDF)20241004130541NAL0006716275001

Merrill O'SULlivan LLP

Name: Merrill O'SULlivan LLP — Merrill O'SULlivan LLP, Form 5500 (2023)
Creator: Merrill O'SULlivan LLP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merrill O'SULlivan LLP 401(k) Plan

401(k) retirement plan · Merrill O'SULlivan LLP's Merrill O'SULlivan LLP 401(k) Plan held $1.1M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Merrill O'SULlivan LLP's EIN is 93-1020569.

EIN 93-1020569

Plan number 001

Plan year 2023

ACK ID 20241004130541NAL0006716275001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Merrill O'SULlivan LLP from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Merrill O'SULlivan LLP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERRILL O'SULLIVAN LLP.

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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