# Merit Partners, INC. DB Plan
Source: https://planprovider.pro/companies/merit-partners-inc-plan

> Merit Partners, INC.'s DB plan: 11 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Merit Partners, INC.

- **Sponsor EIN:** 270891249

- **Sponsor Address:** 5219 NORTH CASA BLANCA DRIVE, NO.42, PARADISE VALLEY, AZ, 85253

- **Plan Type:** DB

- **Total Participants:** 11

- **Total Assets:** $6.4M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|11|$6.4M|$0|$0|

| 2023|11|$5.9M|$900,000|$0|

| 2022|9|$4.8M|$800,000|$0|

## Similar Plans

- [4-D Properties](https://planprovider.pro/companies/4-d-properties-401k-plan) — 11 participants

- [Fazios, P.C.](https://planprovider.pro/companies/fazios-p-c-plan-001) — 8 participants

- [David G. White, P.L.L.C.](https://planprovider.pro/companies/david-g-white-p-l-l-c-401k-plan) — 6 participants

- [Commercial Plus, LLC](https://planprovider.pro/companies/commercial-plus-llc-plan) — 5 participants

- [Moon Valley Transportation INC.](https://planprovider.pro/companies/moon-valley-transportation-inc-plan) — 3 participants

- [Dain E. Jeffery](https://planprovider.pro/companies/dain-e-jeffery-plan) — 2 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/merit-partners-inc-plan)

© 2026 PlanProvider.Pro