Dennis Reynolds signed Merrick Hardwoods, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merrick Hardwoods, Inc.'s EIN is 01-0548405.
Download the official 2024 Form 5500 (PDF) for Merrick Hardwoods, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merrick Hardwoods, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $15K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $2.4M | $2.4M | 28.7% | |
| AB US LG CP GR CIT W GREAT GRAY TRUST COMPANY · EIN 38-4116831 / PN 509 | Common Collective Trust | — | $62K | $1.4M | 17.1% | |
| Putnam Large Cap Value Trust I 22,544 shares | Mutual Funds | — | $23K | $490K | 5.8% | |
| PUTN LG CP VAL TR I PUTNAM FIDUCIARY TRUST COMPANY · EIN 82-3639536 / PN 275 | Common Collective Trust | — | — | $490K | 5.8% | |
| JHancock 2030 Lifetime Blend Ptf R6 40,360 shares | Other securities | — | $40K | $490K | 5.8% | |
| JPM US RSH ENH EQ I 9,304 shares | Other securities | — | $9K | $404K | 4.8% | |
| JHancock 2025 Lifetime Blend Ptf R6 29,685 shares | Other securities | — | $30K | $337K | 4.0% | |
| Fidelity Global ex U.S. Index Fund 19,147 shares | Common Collective Trusts | — | $19K | $276K | 3.3% | |
| Fidelity Blue Chip Growth Fund 1,158 shares | Mutual Funds | — | $1K | $263K | 3.1% | |
| Fidelity 500 Index 1,243 shares | Common Collective Trusts | — | $1K | $254K | 3.0% | |
| Cash & Cash Equivalents *Fidelity Cash Reserves 211,980 shares | Mutual Funds | — | $212K | $212K | 2.5% | |
| Fidelity International Capital Appreciation Fund 11,193 shares | Mutual Funds | — | $11K | $180K | 2.1% | |
| Fidelity Total Bond 18,461 shares | Mutual Funds | — | $18K | $174K | 2.1% | |
| Victory Sycamore Established Value R6 3,450 shares | Other securities | — | $3K | $159K | 1.9% | |
| PGIM High Yield R6 31,483 shares | Other securities | — | $31K | $150K | 1.8% | |
| various maturity dates through 2030 | Other securities | — | — | $150K | 1.8% | |
| Fidelity Small Cap Growth Fund 7,501 shares | Mutual Funds | — | $8K | $134K | 1.6% | |
| Fidelity Low Priced Stock 3,091 shares | Mutual Funds | — | $3K | $126K | 1.5% | |
| Macquarie Small Cap Core R6 3,589 shares | Mutual Funds | — | $4K | $109K | 1.3% | |
| JHancock 2050 Lifetime Blend Ptf R6 7,365 shares | Other securities | — | $7K | $108K | 1.3% | |
| JHancock 2040 Lifetime Blend Ptf R6 5,961 shares | Other securities | — | $6K | $82K | 1.0% | |
| JHancock 2045 Lifetime Blend Ptf R6 5,221 shares | Other securities | — | $5K | $74K | 0.9% | |
| Fidelity Extended Market Index 735 shares | Mutual Funds | — | — | $67K | 0.8% | |
| JHancock 2055 Lifetime Blend Ptf R6 4,078 shares | Other securities | — | $4K | $59K | 0.7% | |
| AppLovin Corporation 170 shares | Common Stocks | — | — | $55K | 0.7% | |
| JHancock 2060 Lifetime Blend Ptf R6 2,286 shares | Other securities | — | $2K | $36K | 0.4% | |
| Fidelity U.S. Bond Index 3,374 shares | Mutual Funds | — | $3K | $34K | 0.4% | |
| JHancock 2035 Lifetime Blend Ptf R6 2,550 shares | Other securities | — | $3K | $33K | 0.4% | |
| DWS RREEF Real Estate R6 1,010 shares | Other securities | — | $1K | $22K | 0.3% | |
| Shift4 Payments, Inc. 160 shares | Common Stocks | — | — | $17K | 0.2% | |
| Uber Technologies, Inc. 200 shares | Common Stocks | — | — | $12K | 0.1% | |
| Aspen Aerogels Inc. 1,000 shares | Common Stocks | — | — | $12K | 0.1% | |
| TransMedics Group, Inc. 184 shares | Common Stocks | — | — | $11K | 0.1% | |
| Nu Holdings Ltd 1,000 shares | Common Stocks | — | — | $10K | 0.1% | |
| JHancock 2020 Lifetime Blend Ptf R6 864 shares | Other securities | — | — | $9K | 0.1% | |
| Vanguard Inflation Protected Admiral 389 shares | Mutual Funds | — | — | $9K | 0.1% | |
| JHancock 2065 Lifetime Blend Ptf R6 442 shares | Other securities | — | — | $6K | <0.1% | |
| BrandywineGLOBAL Global Opp Bond IS 514 shares | Other securities | — | — | $4K | <0.1% | |
| DFA US Targeted Value 28 shares 966 JHancock 2015 Lifetime Blend Ptf R6 215 shares | Mutual Funds | — | — | $2K | <0.1% | |
| Fidelity Government Money Market Fund 1,199 shares | Mutual Funds | — | $1K | $1K | <0.1% | |
| TRP STABLE VALUE A T. ROWE PRICE TRUST COMPANY · EIN 52-1309931 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
