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Sponsor portfolio

ADRIAN L. MERTON, INCORPORATED

EIN 52-0849036-mechanical or industrial engineering-Latest filing 2025
Plans
3
Retirement
2
$19.2M assets
Welfare
1
$158K premiums
Participants
417
PO BOX 3570 - CAPITOL HEIGHTS, MD 20791301-336-2700LinkedIn1-10 employeesmechanical or industrial engineering
Plans on this EIN
3 filings
#002401k-$17.3M - 194 part#003ProfitSharing-$1.9M - 104 part#502Fully Insured-$158K - 119 lives

Retirement portfolio analytics

2 plans aggregated / $19.2M assets / 298 participants

Assets by plan

Share of aggregate retirement assets

90%top
  • PROFIT SHARING PLAN (#002)90%
  • ACT RETIREMENT PLAN (#003)10%
Total $19.2MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • PROFIT SHARING PLAN (#002)194
  • ACT RETIREMENT PLAN (#003)104
Total 298Click row to drill in

Benefits portfolio analytics

1 plan / $158K premiums / 119 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Life$69K
  • Dental$39K
  • Short-term disability$19K
  • Long-term disability$14K
  • Other$12K
  • Vision$6K
Total $158K6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
93%top
  • STANDARD INSURANCE COMPANY93%
  • UNITED HEALTHCARE INSURANCE COMPANY7%
Total $158K2 slices

Broker market share

Schedule A broker compensation

Single broker
100%top
  • ALLIANT INSURANCE SERVICES, INC.100%
Total $17K1 slice

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#002

ADRIAN L. MERTON, INCORPORATED PROFIT SHARING PLAN

401k

Assets$17.3M
Participants194
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003

ADRIAN L. MERTON, INCORPORATED DAVIS BACON ACT RETIREMENT PLAN

ProfitSharing

Assets$1.9M
Participants104
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#502

ADRIAN L. MERTON INCORPORATED WELFARE BENEFIT PLAN

Fully Insured - STANDARD INSURANCE COMPANY

Premiums$158K
Covered lives119
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002ADRIAN L. MERTON, INCORPORATED PROFIT SHARING PLAN401k$17.3M1942025
003ADRIAN L. MERTON, INCORPORATED DAVIS BACON ACT RETIREMENT PLANProfitSharing$1.9M1042025

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
502ADRIAN L. MERTON INCORPORATED WELFARE BENEFIT PLANFully InsuredSTANDARD INSURANCE COMPANY$158K1192025
Retirement plans
Welfare plans
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