Susan CARR signed Merendino Contracting, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merendino Contracting, Inc.'s EIN is 22-3138161.
Download the official 2024 Form 5500 (PDF) for Merendino Contracting, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merendino Contracting, 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 |
|---|---|---|---|---|---|
| EPIC RETIREMENT PLAN SERVICES | 16-1450952 | — | NONE | $8K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BEACON WEALTH CONSULTANTS, INC. | 20-3733238 | — | NONE | $11K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price T Rowe Price Retirement 2035 | Mutual Funds | — | — | $376K | 29.0% | |
| T. Rowe Price T Rowe Price Retirement 2030 I | Mutual Funds | — | — | $291K | 22.4% | |
| T. Rowe Price T Rowe Price Retirement 2055 I | Mutual Funds | — | — | $104K | 8.0% | |
| T. Rowe Price T Rowe Price Retirement 2050 I | Mutual Funds | — | — | $73K | 5.6% | |
| T. Rowe Price T Rowe Price Retirement 2045 I | Mutual Funds | — | — | $71K | 5.5% | |
| T. Rowe Price T Rowe Price Retirement 2040 | Mutual Funds | — | — | $64K | 4.9% | |
| Notes receivable from participants Various Interest Rates from 4.25% - 9.50% | Bonds / Notes | — | — | $50K | 3.8% | |
| T. Rowe Price T Rowe Price Retirement 2065 I 95 * Beacon Wealth Consultants, Inc. LightPoint Kingdom(k) Mod Aggr | Mutual Funds | — | — | $42K | 3.2% | |
| Vanguard Large Cap Index Admiral | Mutual Funds | — | — | $36K | 2.8% | |
| T. Rowe Price T Rowe Price Retirement 2060 I | Mutual Funds | — | — | $36K | 2.7% | |
| Beacon Wealth Consultants, Inc. LightPoint Kingdom(k) Aggress | Common Stocks | — | — | $32K | 2.5% | |
| Vanguard Mid Cap Index Fund Admiral | Common Collective Trusts | — | — | $27K | 2.1% | |
| Vanguard Small Cap | Mutual Funds | — | — | $26K | 2.0% | |
| T. Rowe Price T Rowe Price Retirement 2025 | Mutual Funds | — | — | $20K | 1.5% | |
| Parametric Commodity Strat Parametric Commodity Strat | Other securities | — | — | $18K | 1.4% | |
| T. Rowe Price T Rowe Price Retirement 2020 | Mutual Funds | — | — | $14K | 1.1% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $13K | 1.0% | |
| T. Rowe Price T Rowe Price Retirement 2015 | Mutual Funds | — | — | $5K | 0.4% | |
| Cash and equivalents - * Charles Schwab Bank Schwab Bank Savings Account | Mutual Funds | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| NONE |
| $0 |
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