# Allmerits
Source: https://planprovider.pro/provider/allmerits

> Founded in 2015, Allmerits has a 12-person team that works with employers and individuals on retirement planning and related financial needs. The firm is bas…

Retirement Plan Advisor

Buena Park, CA

## About Allmerits

<p>Founded in 2015, Allmerits has a 12-person team that works with employers and individuals on retirement planning and related financial needs. The firm is based in Buena Park in northern Orange County, with an additional office in Los Angeles, serving the greater Los Angeles–Orange County area.</p>

<p>Allmerits Asset, LLC is a state-registered investment advisor that provides fiduciary guidance tied to workplace retirement plans. For plan sponsors, the firm supports <a href="/retirement-plans">retirement plan providers</a> work such as plan design and ongoing compliance oversight, including 3(21) fiduciary services.</p>

<p>On the participant side, Allmerits provides one-on-one advice to help employees make decisions around savings rates, investment selections, and retirement readiness. The team also handles broader planning needs mentioned by the firm, including family and business protection, college savings, and estate planning.</p>

<p>One differentiator is that Allmerits combines employer retirement plan support with Medicare agency services, which can help clients coordinate retirement and healthcare choices in one place.</p>

<ul>
<li>3(21) fiduciary services</li>
<li>Retirement plan design and sponsor support</li>
<li>Plan compliance support</li>
<li>Participant advice and education</li>
<li>Medicare agency services</li>
</ul>

Website: [https://www.allmerits.com/](https://www.allmerits.com/)

Founded: 2015

Employees: 12

## Office Locations

- Buena Park, CA (Headquarters)

- Los Angeles, CA

## Services Offered

- 3(21) Investment Advisor

- Plan Design Consulting

- Participant Investment Advice

- Compliance Services

## Client Statistics (2026)

- Total Clients: 0

- Total AUM: $18.9M

## Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

| Plan|Sponsor|Assets|Participants|

| H MART 401(K) PLAN|H MART INC., NJ|$23M|3,748|

| BINEX MSD 401K PLAN|BINEX, CA|$13M|128|

| KAIZEN DINING GROUP, INC.|KAIZEN DINING 401K PLAN & TRUST, CA|$343,942|747|

## Other Retirement Plan Advisors in CA

- [401(k) & 403(b) Fiduciary Advisors, Inc.](https://planprovider.pro/provider/401k-and-403b-fiduciary-advisors-inc) - San Jose, CA

- [Assuredpartners Investment Advisors](https://planprovider.pro/provider/assuredpartners-investment-advisors) - Tampa, FL

- [Bellwether Investment Group, LLC](https://planprovider.pro/provider/bellwether-investment-group-llc) - Chattanooga, TN

- [Innovative Wealth Building LLC](https://planprovider.pro/provider/innovative-wealth-building-llc) - California, MD

- [Brighton Jones LLC](https://planprovider.pro/provider/brighton-jones-llc) - Seattle, WA

- [Brio Financial Group](https://planprovider.pro/provider/brio-financial-group) - San Francisco, CA

- [Carbon Collective Investing LLC](https://planprovider.pro/provider/carbon-collective-investing-llc) - Oakland, CA

- [Commonwealth Financial Network](https://planprovider.pro/provider/commonwealth-financial-network) - Waltham, MA

- [Intersect Capital LLC](https://planprovider.pro/provider/intersect-capital-llc) - San Ramon, CA

- [ALDRICH WEALTH LP](https://planprovider.pro/provider/aldrich-wealth-lp) - Lake Oswego, OR

[View full interactive profile on PlanProvider.Pro](https://planprovider.pro/provider/allmerits)

&copy; 2026 PlanProvider.Pro