Plans listing this provider
14
0.02% of the 56,420 plans with Schedule H financials; 7 in 2023
Providers › Merit Financial Group, LLC
Merit Financial Group, LLC
- Service provider, as named on Schedule C
- EIN 453686413
- Plan year 2024
- Direct compensation reported $288,595
Assets of those plans
$2,461,873,331
0.03% of all Schedule H plan assets
Plans where it is the recordkeeper
1
service code 65 (recordkeeping) or 64 (recordkeeping and information management)
Direct compensation reported, all plans
$288,595
79% of its Schedule C lines carry a positive direct amount
Direct compensation is Schedule C line 2(d), paid by the plan. Indirect compensation (revenue sharing and similar) is a flag on the filing and is not included in these amounts. A provider's name is spelled as filed; the same firm can appear under several spellings.
Services reported
| Service code | Meaning | Plans |
|---|---|---|
| 26 | Investment advisory (participants) | 9 |
| 27 | Investment advisory (plan) | 4 |
| 99 | Other fees | 3 |
| 50 | Direct payment from the plan | 1 |
| 51 | Investment management fees paid directly by plan | 1 |
Largest plans served
| Plan | Employer | Assets | Participants | Direct compensation |
|---|---|---|---|---|
| Invesco 401(k) Plan | Invesco Holding Company (US) | $1,950,146,410 | 4,891 | $14,350 |
| KI 401(k) Savings Plan | Krueger International | $298,425,327 | 2,590 | $1,448 |
| Bankfinancial and Subsidiaries Assoc. Investment Plan | BankFinancial FSB Employee Stock Ownership Plan Trust | $39,808,846 | 287 | $0 |
| Travis Industries, Inc. 401(k) Plan | Travis Industries | $38,131,216 | 618 | $47,179 |
| Alvin J. Wolff Profit Sharing Plan | Wolff Principal Holdings | $28,019,230 | 311 | $44,189 |
| Zuern Building Products, Inc 401(k) Profit Sharing Plan | Zuern Building Products | $22,566,741 | 232 | $0 |
| Travis Companies Retirement Plan | Pacific Air Switch | $20,138,184 | 353 | $24,169 |
| Inland Construction Company Retirement Savings Planrecordkeeper | Inland Construction & Development | $17,233,905 | 127 | $36,201 |
| Eyesight Holding Co., LLC 401(k) Plan | Eyesight Holding | $12,382,616 | 899 | $41,960 |
| Arxium, Inc. 401(k) Plan | Arxium | $11,490,452 | 98 | $30,179 |
| Spokane Food Services, Inc. 401(k) Profit Sharing Plan | 3MR Restaurants | $10,046,366 | 104 | $11,942 |
| Skils'kin 401(k) Plan | Skilskin | $4,825,124 | 312 | $19,518 |
| Petra Incorporated 401(k) P/S Plan | Petra | $4,358,859 | 130 | $17,460 |
| Complete Mobile Dentistry 401(k) Plan | Complete Mobile Dentistry | $4,300,055 | 315 | not reported |
Form 5500 Schedule C Part I line 2, plan year 2024, plans with Schedule H financials and a 401(k) feature. Provider identity: Schedule C EIN where given, else the normalized name.