John Stafford signed Meier Supply Co., Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meier Supply Co., Inc.'s EIN is 15-0616623.
Download the official 2023 Form 5500 (PDF) for Meier Supply Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Meier Supply Co., 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NBT BANCORP | 16-1268674 | — | NONE | $34K | — |
| CHARLES SCHWAB & CO, INC. |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 94-1737782 |
| — |
| NONE |
| $181 |
| — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund 17,959.198 shares | Common Collective Trusts | — | $18K | $2.5M | 14.3% | |
| Participant-directed Brokerage Accounts | Self-Directed Brokerage | — | — | $2.1M | 12.5% | |
| Fidelity Balanced Fund 69,626.449 shares | Mutual Funds | — | $70K | $2.0M | 11.9% | |
| T Rowe Price Retirement 2030 Fund Advisor 54,264.368 shares | Mutual Funds | — | $54K | $1.4M | 8.2% | |
| T Rowe Price Retirement 2040 Fund Advisor 42,242.060 shares | Mutual Funds | — | $42K | $1.3M | 7.6% | |
| T Rowe Price Retirement 2050 Advisor 54,461.129 shares | Mutual Funds | — | $54K | $1.0M | 6.0% | |
| Europacific Growth Fund 17,066.376 shares | Other securities | — | $17K | $961K | 5.6% | |
| CAPITAL PRESERVATION FUND FEDERATED INVESTORS TRUST COMPANY · EIN 22-2712853 / PN 001 | Common Collective Trust | — | $90K | $904K | 5.3% | |
| T Rowe Price Growth Stock Advisor 7,791.469 shares | Mutual Funds | — | $8K | $793K | 4.6% | |
| Vanguard Mid Cap Index Fund 1,919.456 shares | Common Collective Trusts | — | $2K | $624K | 3.6% | |
| Vanguard Small Cap Index Fund 4,503.947 shares | Common Collective Trusts | — | $5K | $508K | 3.0% | |
| T Rowe Price Retirement 2020 Fund Advisor 25,467.546 shares | Mutual Funds | — | $25K | $487K | 2.8% | |
| T Rowe Price Value Advisor 9,536.831 shares | Mutual Funds | — | $10K | $455K | 2.6% | |
| Metropolitan West Total Return Fund 40,751.496 shares | Other securities | — | $41K | $368K | 2.1% | |
| Vanguard GNMA Fund 27,992.705 shares | Agency / Mortgage-Backed | — | $28K | $258K | 1.5% | |
| Participant notes receivable 4.25% - 9.50% | Bonds / Notes | — | — | $182K | 1.1% | |
| PGIM Jennison Utility Fund 6,433.798 shares | Other securities | — | $6K | $107K | 0.6% | |
| Vanguard Mid Cap Growth Index 896.164 shares | Mutual Funds | — | — | $94K | 0.5% | |
| T Rowe Price Retirement Balance Fund 5,660.466 shares | Mutual Funds | — | $6K | $77K | 0.4% | |
| Fidelity Emerging Markets Index 6,325.054 shares | Mutual Funds | — | $6K | $70K | 0.4% | |
| Investments Columbia Select Mid Cap Value Fund 4,160.619 shares | Other securities | — | $4K | $64K | 0.4% | |
| Janus Henderson Triton Fund 1,800.115 shares | Mutual Funds | — | $2K | $51K | 0.3% | |
| T Rowe Price Retirement 2060 Fund 2,896.141 shares | Mutual Funds | — | $3K | $48K | 0.3% |
