Merakey USA's EIN is 23-2175924.
Download the official 2024 Form 5500 (PDF) for Merakey USA from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merakey USA's plan includes ERISA 404(c) participant direction, a 403(b) annuity, 403(b) custodial accounts, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE CO | 04-1590850 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $477K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $9K | — |
| Name | EIN | Location | Relation | Direct comp |
|---|
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $147.3M | 94.8% |
| Indirect comp |
|---|
| CORNERSTONE ADVISORS ASSET MANAGEME | 75-3204798 | BETHLEHEM, PA | INVESTMENT ADVISOR | $37K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP CORPORATE SERVICES (PA), INC. | 13-4096969 | WARRINGTON, PA | CONTRACT ADMINISTRATION | $32K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOCK & WELSH PC | — | NORTH WALES, PA | AUDITOR | $38K | — |
