Lewis S. Meltzer signed Meltzer, Lippe, Goldstein & Breitstone, LLP's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meltzer, Lippe, Goldstein & Breitstone, LLP's EIN is 11-3581269.
Download the official 2024 Form 5500 (PDF) for Meltzer, Lippe, Goldstein & Breitstone, LLP from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meltzer, Lippe, Goldstein & Breitstone, LLP'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.
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 | |||||
|---|---|---|---|---|---|---|
| LARGE CAP INDEX EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 012 | Common Collective Trust | — | — | $9.2M | 22.4% | |
| STABLE ASSETRETURN FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $4.1M | 10.1% | |
| SELF-MANAGED BROKERAGE FUND Self-Managed Brokerage Fund | Other securities | — | — | $3.5M | 8.4% | |
| ALL CAP INDEX EQUITY FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 016 | Common Collective Trust | — | — | $2.9M | 7.0% | |
| SMALL-MID CAP EQUITY FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 014 | Common Collective Trust | — | — | $2.3M | 5.7% | |
| SMALL-MID CAP INDEX EQUITY FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 030 | Common Collective Trust | — | — | $1.9M | 4.7% | |
| MODERATE RISK FUND MTC COLL TRUST · EIN 04-6691601 / PN 008 | Common Collective Trust | — | — | $1.8M | 4.5% | |
| 2030 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 004 | Common Collective Trust | — | — | $1.7M | 4.2% | |
| BOND CORE PLUS FUND R2 MTC COLL TR · EIN 04-6691601 / PN 020 | Common Collective Trust | — | — | $1.5M | 3.7% | |
| INTNL ALL CAP EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 017 | Common Collective Trust | — | — | $1.3M | 3.1% | |
| 2025 RETIREMENT DATE FUND R2 MTC COLLECT TRUST · EIN 04-6691601 / PN 025 | Common Collective Trust | — | — | $1.2M | 3.0% | |
| AGGRESSIVE RISK FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $1.1M | 2.6% | |
| INTERNATIONAL INDEX EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 018 | Common Collective Trust | — | — | $946K | 2.3% | |
| 2050 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 006 | Common Collective Trust | — | — | $776K | 1.9% | |
| BOND INDEX FUND R2 MTC COLL TR · EIN 04-6691601 / PN 021 | Common Collective Trust | — | — | $763K | 1.9% | |
| 2040 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 005 | Common Collective Trust | — | — | $597K | 1.5% | |
| CONSERVATIVE RISK FUND R2 MTC COLL TR · EIN 04-6691601 / PN 007 | Common Collective Trust | — | — | $560K | 1.4% | |
| ABA MEM. MERCER COLL. TRUST CONSERVATIVE RISK FUND R2 | Other securities | — | — | $560K | 1.4% | |
| 2035 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 026 | Common Collective Trust | — | — | $550K | 1.3% | |
| 9.50% with maturities through 2052 | Bonds / Notes | — | — | $529K | 1.3% | |
| ABA MEM. MERCER COLL. TRUST LOAN FUND | Other securities | — | — | $529K | 1.3% | |
| 2045 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 027 | Common Collective Trust | — | — | $462K | 1.1% | |
| 2020 RETIREMENT DATE FUND R2 MTC COLL. TRUST · EIN 04-6691601 / PN 003 | Common Collective Trust | — | — | $455K | 1.1% | |
| 2055 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 028 | Common Collective Trust | — | — | $301K | 0.7% | |
| 2060 RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 029 | Common Collective Trust | — | — | $287K | 0.7% | |
| POST RETIREMENT DATE FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 002 | Common Collective Trust | — | — | $260K | 0.6% | |
| ABA Mem./Mercer Collective Trust Real Asset Return Fund R2 | Common Collective Trusts | — | — | $242K | 0.6% | |
| REAL ASSET RETURN FUND R2 MTC COLL TRUST · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $242K | 0.6% | |
| INFLATION PROTECTION FUND R2 MTC COLL TR · EIN 04-6691601 / PN 023 | Common Collective Trust | — | — | $239K | 0.6% | |
| DIVERSIFIED GROWTH FUND R2 MTC COLL TR · EIN 04-6691601 / PN 009 | Common Collective Trust | — | — | $152K | 0.4% | |
| ABA Mem./Mercer Collective Trust Alternative Alpha Fund R2 | Common Collective Trusts | — | — | $34K | <0.1% | |
| ALTERNATIVE ALPHA FUND R2 MTC COLL TR · EIN 04-6691601 / PN 024 | Common Collective Trust | — | — | $34K | <0.1% | |
| INCOME FOCUSED FUND R2 MTC COLL TR · EIN 04-6691601 / PN 031 | Common Collective Trust | — | — | $0 | <0.1% | |
| LARGE CAP EQUITY FUND R2 MTC COLL TR · EIN 04-6691601 / PN 011 | Common Collective Trust | — | — | $0 | <0.1% | |
| CAPITAL PRESERVATION FUND R2 MTC COLL TR · EIN 04-6691601 / PN 022 | Common Collective Trust | — | — | $0 | <0.1% |
