MERIT FINANCIAL
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
31
Active participants
117,419
Total plan assets
$24.2B
Filings (rows)
33
Direct comp
$485K
Indirect comp
$241K
Aggregating 2 name variants under "MERIT FINANCIAL"
SERVICES PROVIDED
Advisor / Consultant17
Other11
Broker2
Recordkeeper1
Top plans served
Showing top 33 of 31 (largest by assets)| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| APPLE INC. APPLE 401(K) PLAN | CUPERTINO, CA | Other NONE | 101,450 | $19.8B | $11K |
| INVESCO HOLDING COMPANY (US), INC. INVESCO 401(K) PLAN | ATLANTA, GA | Other NONE | 3,148 | $2.0B | $14K |
| INVESCO HOLDING COMPANY (US), INC. INVESCO 401(K) PLAN | ATLANTA, GA | Other NONE | 3,216 | $1.8B | $11K |
| KRUEGER INTERNATIONAL, INC. KI 401(K) SAVINGS PLAN | GREEN BAY, WI | Other NONE | 1,911 | $298.4M | $1K |
| BANKFINANCIAL, NA BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | CHICAGO RIDGE, IL | Other SERVICE PROVIDER | 209 | $39.8M | $0 |
| TRAVIS INDUSTRIES INC TRAVIS INDUSTRIES, INC. 401K PLAN | MUKILTEO, WA | Advisor / Consultant RIA | 362 | $38.1M | $47K |
| BANKFINANCIAL, NA BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | CHICAGO RIDGE, IL | Other SERVICE PROVIDER | 206 | $35.1M | $0 |
| BANKFINANCIAL, NA BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | CHICAGO RIDGE, IL | Other SERVICE PROVIDER | 201 | $31.0M | $0 |
| BANKFINANCIAL, NA BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | CHICAGO RIDGE, IL | Other SERVICE PROVIDER | 201 | $31.0M | $0 |
| BANKFINANCIAL, NA BANKFINANCIAL AND SUBSIDIARIES ASSOC. INVESTMENT PLAN | CHICAGO RIDGE, IL | Other SERVICE PROVIDER | 201 | $31.0M | $0 |
| WOLFF PRINCIPAL HOLDINGS, L.P. ALVIN J. WOLFF PROFIT SHARING PLAN | SCOTTSDALE, AZ | Advisor / Consultant RIA | 420 | $28.0M | $44K |
| ZUERN BUILDING PRODUCTS, INC ZUERN BUILDING PRODUCTS, INC 401(K) PROFIT SHARING PLAN | SLINGER, WI | Advisor / Consultant INVESTMENT ADVISORY | 200 | $22.6M | $0 |
| PACIFIC AIR SWITCH CORPORATION TRAVIS COMPANIES RETIREMENT PLAN | FOREST GROVE, OR | Advisor / Consultant RIA | 463 | $20.1M | $24K |
| ZUERN BUILDING PRODUCTS, INC ZUERN BUILDING PRODUCTS, INC 401(K) PROFIT SHARING PLAN | SLINGER, WI | Advisor / Consultant INVESTMENT ADVISORY | 186 | $19.9M | $0 |
| SVP SEWING BRANDS, LLC. SVP SEWING BRANDS, LLC 401(K) PLAN | LAVERGNE, TN | Other SERVICE PROVIDER | 1,195 | $19.6M | $0 |
| INLAND CONSTRUCTION & DEVELOPMENT CO. INLAND CONSTRUCTION COMPANY RETIREMENT SAVINGS PLAN | SPOKANE, WA | Recordkeeper RECORDKEEPER | 87 | $17.2M | $36K |
| CITY HARVEST INC. CITY HARVEST INC. 403(B) PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT ADVISORY | 184 | $15.3M | $38K |
| CITY HARVEST INC. CITY HARVEST INC. 403(B) PLAN | BROOKLYN, NY | Advisor / Consultant INVESTMENT ADVISORY | 180 | $13.5M | $29K |
| ARXIUM, INC. ARXIUM, INC. 401(K) PLAN | BUFFALO GROVE, IL | Advisor / Consultant ADVISOR | 83 | $13.0M | $29K |
| EYESIGHT HOLDING CO., LLC EYESIGHT HOLDING CO., LLC 401(K) PLAN | FT. WORTH, TX | Advisor / Consultant INVESTMENT ADVISOR | 681 | $12.4M | $42K |
| ARXIUM, INC. ARXIUM, INC. 401(K) PLAN | BUFFALO GROVE, IL | Advisor / Consultant ADVISOR | 75 | $11.5M | $30K |
| 3MR RESTAURANTS, INC. SPOKANE FOOD SERVICES, INC. 401K PROFIT SHARING PLAN | SPOKANE VALLEY, WA | Advisor / Consultant RIA | 444 | $10.0M | $12K |
| EYESIGHT HOLDING CO., LLC EYESIGHT HOLDING CO., LLC 401(K) PLAN | FT. WORTH, TX | Advisor / Consultant INVESTMENT ADVISOR | 633 | $9.6M | $35K |
| BRILLA COLLEGE PREPARATORY CHARTER SCHOOLS BRILLA COLLEGE PREP 403(B) RETIREMENT PLAN | BRONX, NY | Other SERVICE PROVIDER | 255 | $8.3M | $0 |
| EYESIGHT HOLDING CO., LLC EYESIGHT HOLDING CO., LLC 401(K) PLAN | FT. WORTH, TX | Advisor / Consultant INVESTMENT ADVISOR | 612 | $7.0M | $26K |
| BRILLA COLLEGE PREPARATORY CHARTER SCHOOLS BRILLA COLLEGE PREP 403(B) RETIREMENT PLAN | BRONX, NY | Other SERVICE PROVIDER | 275 | $6.2M | $0 |
| EXCELSIOR WELLNESS EXCELSIOR WELLNESS 403(B) PLAN | SPOKANE, WA | Advisor / Consultant INVESTMENT ADVISOR | 166 | $5.1M | $10K |
| SKILSKIN SKILS'KIN 401(K) PLAN | SPOKANE, WA | Advisor / Consultant RIA, RI, IA | 0 | $4.8M | $20K |
| PETRA INCORPORATED PETRA INCORPORATED 401(K) P/S PLAN | MERIDIAN, ID | Advisor / Consultant RIA | 121 | $4.4M | $17K |
| COMPLETE MOBILE DENTISTRY, INC. COMPLETE MOBILE DENTISTRY 401(K) PLAN | WINDSOR, WI | Broker BROKER/DEALER | 5 | $4.3M | — |
| BRILLA COLLEGE PREPARATORY CHARTER SCHOOLS BRILLA COLLEGE PREP 403(B) RETIREMENT PLAN | BRONX, NY | Other SERVICE PROVIDER | 242 | $4.0M | $0 |
| COMPLETE MOBILE DENTISTRY, INC. COMPLETE MOBILE DENTISTRY 401(K) PLAN | WINDSOR, WI | Broker BROKER/DEALER | 209 | $3.9M | — |
| SKILSKIN SKILS'KIN 401(K) PLAN | SPOKANE, WA | Advisor / Consultant RIA, RI, IA | 0 | $0 | $7K |