Sponsor portfolio
MELD FINANCIAL, INC.
EIN 63-1149380financial servicesLatest filing 2025
Plans
2
Retirement
1
$2.5M assets
Welfare
1
Participants
20
PO BOX 43626 - BIRMINGHAM, AL 352430626205-967-4200meldfinancial.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MELD FINANCIAL, INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$2.5M
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#951
MELD FINANCIAL (WELFARE PLAN)
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MELD FINANCIAL, INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $2.5M | 10 | 2025 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 951 | MELD FINANCIAL (WELFARE PLAN) | Self Funded | - | $0 | 0 | 2025 |
Retirement plans
Welfare plans