Susana Cannone signed William B. Meyer, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
William B. Meyer, Inc.'s EIN is 06-0619172.
Download the official 2024 Form 5500 (PDF) for William B. Meyer, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)William B. Meyer, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 | $3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILMINGTON TRUST NATIONAL ASSOC | 16-1486454 | — | INVESTMENT ADVISOR | $11K | — |
| LPL FINANCIAL LLC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index 2040 Mutual Fund | Mutual Funds | — | — | $3.2M | 15.9% | |
| Fidelity Freedom Index 2030 Mutual Fund | Mutual Funds | — | — | $2.8M | 13.9% | |
| Fidelity Freedom Index 2020 Mutual Fund | Mutual Funds | — | — | $1.7M | 8.3% | |
| JP Morgran Large Cap Growth Mutual Fund | Other securities | — | — | $1.5M | 7.2% | |
| Fidelity Freedom Index 2035 Mutual Fund | Mutual Funds | — | — | $1.3M | 6.5% | |
| Fidelity Freedom Index 2025 Mutual Fund | Mutual Funds | — | — | $1.2M | 6.1% | |
| Fidelity Freedom Index 2045 Mutual Fund | Mutual Funds | — | — | $1.1M | 5.2% | |
| Putnam Large Cap Value R6 Mutual Fund | Mutual Funds | — | — | $1.1M | 5.2% | |
| Fidelity 500 Index Mutual Fund | Common Collective Trusts | — | — | $1.1M | 5.2% | |
| MFS International Equity Mutual Fund | Mutual Funds | — | — | $1.1M | 5.2% | |
| Fidelity Freedom Index 2050 Mutual Fund | Mutual Funds | — | — | $896K | 4.4% | |
| JP Morgan Core Bong R6 Mutual Fund | Other securities | — | — | $705K | 3.5% | |
| PGIM Total Return Bond R6 Mutual Fund | Other securities | — | — | $585K | 2.9% | |
| Putnam Stable Value Common and Collective Trust ** 466 Wells Fargo Stable Return Fund M Common and Collective Trust | Stable Value | — | — | $505K | 2.5% | |
| GALLIARD STBLE RTN M WELLS FARGO BANK, N.A. · EIN 94-6751924 / PN 001 | Common Collective Trust | — | — | $505K | 2.5% | |
| Fidelity Government Money Market Money Market Fund | Mutual Funds | — | — | $362K | 1.8% | |
| Fidelity Freedom Index 2055 Mutual Fund | Mutual Funds | — | — | $360K | 1.8% | |
| Participants Participant Loans Rates of 9.00% to 9.50% - | Bonds / Notes | — | — | $203K | 1.0% | |
| Fidelity Freedom Index 2015 Mutual Fund | Mutual Funds | — | — | $174K | 0.9% | |
| Fidelity Freedom Index 2060 Mutual Fund | Mutual Funds | — | — | $166K | 0.8% | |
| AF New World R6 Mutual Fund | Other securities | — | — | $156K | 0.8% | |
| Fidelity Freedom Index 2010 Mutual Fund | Mutual Funds | — | — | $116K | 0.6% | |
| Fidelity Freedom Index Inc Mutual Fund | Mutual Funds | — | — | $34K | 0.2% | |
| Fidelity Freedom Index 2065 Mutual Fund | Mutual Funds | — | — | $22K | 0.1% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $466 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 04-3046611 |
| — |
| ADVISOR |
| $0 |
| — |
