Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MERIT WEALTH MANAGEMENT
EIN 47-5016308Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$1.7M assets
Welfare
0
Participants
15
14771 PLAZA DRIVE, SUITE M - TUSTIN, CA 92780949-258-9775
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.7M assets / 15 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 WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.2M
Participants8
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MERIT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN
401k
Assets$546K
Participants7
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MERIT WEALTH MANAGEMENT DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.2M | 8 | 2024 | |
| 001 | MERIT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN | 401k | $546K | 7 | 2024 |
Retirement plans