ELITE RETIREMENT PLANNING, LLC

CRD

297942

SEC file #

801-118564

EIN

364824075

DBA names

Merkle Retirement Planning

Economics

AUM

$568.8M

AUM band

$500M-$1B

AUM trajectory

'21 · $141.3M

'22 · $186.3M

'23 · $223.8M

'25 · $428.5M

'26 · $568.8M

'21'26

$141.3M → $568.8M▲ +303%

sec adv history

Client mix

Individuals Other	728
Individuals High Net Worth	287
Corporations	3
Charitable Organizations	1

Operations

Employees (total)

Advisory staff (per ADV)

Advisory staff (5-yr trend)

'21 · 5 advisors

'22 · 5 advisors

'23 · 5 advisors

'25 · 7 advisors

'26 · 10 advisors

'21'26

5 advisors → 10 advisors▲ +100%

sec adv history

Primary office

GRIMES IA

Branches

—

Custodian & Brokerage

Primary custodian

Charles Schwablow confidence

adv brochure

Services offered

Financial planningPortfolio mgmt — individualsSelection of other advisersPublication of periodicals

Fee basis

% of AUMHourly chargesFixed fees

Filings

Latest ADV filing

03/30/2026

ADV-W filed at

—

Website

merkleplan.com

Compliance

Disclosures (firm)

Trademark

—

Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name

MRP HOLDINGS, INC.

Top Owner Pct

87.5

Top Owner Entity Kind

Owner Count

Control Persons

MRP HOLDINGS, INC.

MERKLE, LOREN, JAMES

Solo Advisor Indicator

Succession Risk Solo Owner

Is Parent Owned Subsidiary

Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed

sec adv w

Web presence ★

Stale website = winding down

Web Signal Quality

Rdap Domain

MERKLEPLAN.COM

Rdap Domain Creation Date

2019-02-01T16:49:09Z

Rdap Firm Age Years

Rdap Firm Age Band

5-10y

Rdap Registrar

GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book

Form 5500 Plan Count

Form 5500 Total Compensation

48,440

Form 5500 Compensation Trajectory 3y

2025

48,440

Form 5500 Plan Count Trajectory 3y

2025

Schedule C Total Compensation

48,440

Schedule C Service Provider Rows

SEC EDGAR

Edgar Cik

0001697723

Edgar Registered

Yes

Edgar Filing Count

Edgar First Filing Date

2017-02-14

Edgar Last Filing Date

2026-05-13

Edgar 13f Count

Edgar 13f Latest AUM Estimate

Filing Date2026-05-13

Accession0001697723-26-000006

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score

0.3583

Soi Zip Pct 200k Plus

0.0988

Soi Zip Returns 200k Plus

830

Soi Zip Total AGI

890,287

Fdic Zip Total Deposits

3,949,541,000

Fdic Zip Branch Count

141

Fdic Zip Top Banks

City State Bank

Bankers Trust Company

Compliance & brand

Firm Registration Status

active

sec adv w

All other collected signals (26)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed

sec adv w

Bc Firm Active Bc Count

brokercheck firm search

Bc Firm Active IA Count

brokercheck firm search

Bc Firm IAR Count

brokercheck firm search

Custodian Candidates

Full

Charles Schwab	6
E*trade	4

adv brochure

Edgar Addresses

Mailing

2950 SW MCCLURE RD.SUITE BTOPEKA, KS 66614

Business

2950 SW MCCLURE RD.SUITE BTOPEKA, KS 66614

Edgar EIN

364824075

Edgar Recent Filings

13F-HR2026-05-13 · 0001697723-26-000006

13F-HR2026-01-26 · 0001697723-26-000001

Fdic Zip Branches Raw

City State BankGrimes, IA

Bankers Trust CompanyGrimes, IA

Fdic Zip HHI

2120.45

Fdic Zip Top Bank Share Pct

31.83

Fdic Zip Year

2025

Firm Has Custody

Mailing Office Differs

Rdap Domain Expiration Date

2027-02-01T16:49:09Z

Rdap Domain Last Changed

2025-02-02T14:46:09Z

Rdap Nameservers

Ns75.domaincontrol.comNs76.domaincontrol.com

Rdap Secure Dns Enabled

Rdap Status

Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited

Soi Year

2022

Soi Zip Distribution

Stub 1

AGI	19,092
Returns	1,560

Stub 2

AGI	63,970
Returns	1,700

Stub 3

AGI	75,046
Returns	1,220

Soi Zip Total Business Income

20,718

Soi Zip Total Cap Gains

18,208

Soi Zip Total Dividends

11,682

Soi Zip Total Returns

8,400

Trust Company Affiliate