Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERIT PARTNERS, INC.
EIN 27-0891249Real Estate and Rental and LeasingLatest filing 2025
Plans
2
Retirement
2
$4.4M assets
Welfare
0
Participants
12
5219 NORTH CASA BLANCA DRIVE, NO.42 - PARADISE VALLEY, AZ 85253480-483-0360
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.4M assets / 12 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$3.8M
Participants12
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MERIT PARTNERS, INC. DEFINED BENEFIT PLAN
TraditionalDB
Assets$598K
Participants0
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MERIT PARTNERS, INC. 401(K) PROFIT SHARING PLAN | 401k | $3.8M | 12 | 2025 | |
| 001 | MERIT PARTNERS, INC. DEFINED BENEFIT PLAN | TraditionalDB | $598K | 0 | 2025 |
Retirement plans