Joe Arone signed Merlin Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merlin Industries, Inc.'s EIN is 22-2896157.
Download the official 2024 Form 5500 (PDF) for Merlin Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merlin Industries, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $3K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS | 47-1411118 | — |
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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIRE 2030 - ADV | Registered Investment Companies | — | — | $1.6M | 11.5% | |
| ISHARES S&P 500 INDEX I | Registered Investment Companies | — | — | $1.2M | 8.8% | |
| INVESCO STABLE ASSET INVESCO TRUST COMPANY · EIN 27-3884161 / PN 001 | Common Collective Trust | — | — | $1.1M | 8.0% | |
| T.ROWE PRICE RETIRE 2020 - ADV | Registered Investment Companies | — | — | $954K | 6.9% | |
| T. ROWE PRICE RET 2025 - ADV | Registered Investment Companies | — | — | $916K | 6.6% | |
| T. ROWE PRICE RET 2045 - ADV | Registered Investment Companies | — | — | $809K | 5.8% | |
| AMERICAN CENTURY ULTRA - INV | Registered Investment Companies | — | — | $806K | 5.8% | |
| FIDELITY ADVISOR TECHNOLOGY M | Registered Investment Companies | — | — | $802K | 5.8% | |
| T. ROWE PRICE RET 2035 - ADV | Registered Investment Companies | — | — | $792K | 5.7% | |
| PUTNAM LARGE CAP VALUE R | Registered Investment Companies | — | — | $669K | 4.8% | |
| T.ROWE PRICE RETIRE 2040 - ADV | Registered Investment Companies | — | — | $639K | 4.6% | |
| FIDELITY BALANCED FUND | Registered Investment Companies | — | — | $550K | 4.0% | |
| T. ROWE PRICE RETIRE 2050-ADV | Registered Investment Companies | — | — | $500K | 3.6% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $317K | 2.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $316K | 2.3% | |
| BLK MID CAP GR EQTY PRT - INST | Registered Investment Companies | — | — | $268K | 1.9% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $252K | 1.8% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $161K | 1.2% | |
| LOOMIS SAYLES CORE PLUS BOND N | Registered Investment Companies | — | — | $148K | 1.1% | |
| T. ROWE PRICE RET 2015 - ADV | Registered Investment Companies | — | — | $139K | 1.0% | |
| FIDELITY SELECT HEALTH CARE | Registered Investment Companies | — | — | $135K | 1.0% | |
| BLACKROCK ADV INTERNATIONAL I | Registered Investment Companies | — | — | $120K | 0.9% | |
| VANGUARD MATERIALS INDEX ADM | Registered Investment Companies | — | — | $94K | 0.7% | |
| DAVIS FINANCIAL FUND - A | Registered Investment Companies | — | — | $85K | 0.6% | |
| T. ROWE PRICE RET 2055 - ADV | Registered Investment Companies | — | — | $71K | 0.5% | |
| PRINCIPAL RE SECURITIES I | Registered Investment Companies | — | — | $70K | 0.5% | |
| ISHARES RUSSELL MIDCAP INDEX I | Registered Investment Companies | — | — | $50K | 0.4% | |
| T. ROWE PRICE RETIRE 2060-ADV | Registered Investment Companies | — | — | $45K | 0.3% | |
| T. ROWE PRICE RETIREMENT 2065 | Registered Investment Companies | — | — | $17K | 0.1% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $0 | <0.1% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | 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.
| INVESTMENT/FINANCIAL ADVI |
| $29K |
| — |
