Plan5500

Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort
Popular investigations$1B+ plansPlans with financial statementsPlans with provider compensationProviders by reported compensationEmployer plans by participants

12 results

Sort:RelevanceLatest filing yearLargest assetsMost participantsHighest provider compensation
Filters:Has provider compensationEIN 452595304Clear all

Companies

Plans

  • planMerit Distribution Group 401(K) PlanFinancial statementProvider compensation2023 filing
    $27.4Mreported assets (EOY)
    Sponsor: The Merit Distribution Group, LLCEIN: 45-2595304Plan: 001Participants: 689Assets: $27,382,041Net assets: $27.4MAssets / participant: $39.7KLocation: Spartanburg, SCLatest: 2023
    View financial statement →

Service providers

Filings