Sponsor portfolio
MERIDIAN FINANCIAL ADVISORS, LLC
EIN 52-2452613financial servicesLatest filing 2025
Plans
1
Retirement
1
$1.1M assets
Welfare
0
Participants
4
13 WATER STREET - HOLLISTON, MA 01746781-799-6331meridianfinancialservice.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 | MERIDIAN FINANCIAL ADVISORS 401(K) PLAN | 401k | $1.1M | 4 | 2025 |
Retirement plans