How big is Merit SPE 3 LLC's plan?

Merit SPE 3 LLC's plan reported $575K in assets and 33 participants for 2024.

Original filing (PDF)20250718124241NAL0001738337004

Merit SPE 3 LLC

Name: Merit SPE 3 LLC — Merit SPE 3 LLC Retirement Trust, Form 5500 (2024)
Creator: Merit SPE 3 LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Merit SPE 3 LLC Retirement Trust

401(k) retirement plan · Merit SPE 3 LLC's Merit SPE 3 LLC Retirement Trust held $575K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

People on this filing

Plan Sponsor signed Merit SPE 3 LLC's 2024 Form 5500 as plan administrator.

Plan Sponsor — 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 SPE 3 LLC's EIN is 99-3826886.

EIN 99-3826886

Plan number 001

Plan year 2024

ACK ID 20250718124241NAL0001738337004

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Merit SPE 3 LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Merit SPE 3 LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MERIT SPE 3 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