Sponsor portfolio
MERIT WEALTH MANAGEMENT, LLC
EIN 26-3027514financial servicesLatest filing 2025
Plans
1
Retirement
1
$151K assets
Welfare
0
Participants
4
2000 MERIDIAN BLVD SUITE 270 - FRANKLIN, TN 37067888-516-3748meritwealth.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 | MERIT WEALTH MANAGEMENT, LLC 401(K) PLAN | 401k | $151K | 4 | 2025 |
Retirement plans