Filings through .
Sponsor portfolio
Merited Wealth, LLC
EIN 20-0891690financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.6M assets
Welfare
0
Participants
11
1666 79TH STREET CAUSEWAY, SUITE 501 - NORTH BAY VILLAGE, FL 33141305-722-0091meritedwealth.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MERITED WEALTH, LLC 401(K) PLAN | 401(k) | $1.6M | 11 | 2025 |
Retirement plans