Kendra Kelly signed The Meyocks Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
The Meyocks Group, Inc.'s EIN is 26-2766935.
Download the official 2024 Form 5500 (PDF) for The Meyocks Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)The Meyocks Group, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | -$3K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | 13-2638166 | NEW YORK, NY | INVESTMENT ADVISORY | $23K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
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 | |||||
|---|---|---|---|---|---|---|
| AF TRGT DATE 2050 R6 Mutual Fund | Other securities | — | — | $2.1M | 14.9% | |
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $1.9M | 13.3% | |
| AF TRGT DATE 2040 R6 Mutual Fund | Other securities | — | — | $1.8M | 12.4% | |
| FID BLUE CHIP GR Mutual Fund | Mutual Funds | — | — | $1.4M | 9.8% | |
| AF TRGT DATE 2030 R6 Mutual Fund | Other securities | — | — | $709K | 4.9% | |
| VANG STR SMCP EQ INV Mutual Fund | Other securities | — | — | $693K | 4.8% | |
| AF TRGT DATE 2055 R6 Mutual Fund | Other securities | — | — | $691K | 4.8% | |
| AF TRGT DATE 2025 R6 Mutual Fund | Other securities | — | — | $604K | 4.2% | |
| AF NEW WORLD R6 Mutual Fund | Other securities | — | — | $506K | 3.5% | |
| AF TRGT DATE 2060 R6 Mutual Fund | Other securities | — | — | $499K | 3.5% | |
| FID LARGE CAP STOCK Mutual Fund | Mutual Funds | — | — | $354K | 2.5% | |
| FID LOW PRICED STK Mutual Fund | Mutual Funds | — | — | $323K | 2.2% | |
| AF TRGT DATE 2035 R6 Mutual Fund | Other securities | — | — | $317K | 2.2% | |
| BAIRD MID CAP INV Mutual Fund | Other securities | — | — | $280K | 1.9% | |
| MFS INTL GROWTH R3 Mutual Fund | Mutual Funds | — | — | $267K | 1.8% | |
| FID TOTAL BOND Mutual Fund | Mutual Funds | — | — | $264K | 1.8% | |
| AF TRGT DATE 2045 R6 Mutual Fund | Other securities | — | — | $206K | 1.4% | |
| GLENMEDE SMCP EQ ADV Mutual Fund | Other securities | — | — | $188K | 1.3% | |
| AF TRGT DATE 2065 R6 Mutual Fund | Other securities | — | — | $150K | 1.0% | |
| FID GLB EX US IDX Mutual Fund | Common Collective Trusts | — | — | $111K | 0.8% | |
| NATIXIS AEW GF RE Y Mutual Fund | Other securities | — | — | $104K | 0.7% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $103K | 0.7% | |
| MGL MD CP GRTH R6 Mutual Fund | Other securities | — | — | $99K | 0.7% | |
| MFS MID CAP VALUE R3 Mutual Fund | Mutual Funds | — | — | $89K | 0.6% | |
| JPM SM CAP VALUE R6 Mutual Fund | Other securities | — | — | $85K | 0.6% | |
| CONESTOGA SM CAP INV Mutual Fund | Other securities | — | — | $81K | 0.6% | |
| HTFD DIV & GRTH R6 Mutual Fund | Other securities | — | — | $54K | 0.4% | |
| AF TRGT DATE 2010 R6 Mutual Fund | Other securities | — | — | $39K | 0.3% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $35K | 0.2% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $34K | 0.2% | |
| M&N HIGH YIELD BND Z Mutual Fund | Other securities | — | — | $31K | 0.2% | |
| Maturing June 2027, * Note receivable from participants interest rate of 6% | Bonds / Notes | — | — | $27K | 0.2% | |
| DODGE & COX GLB BD X Mutual Fund | Mutual Funds | — | — | $22K | 0.2% | |
| PRMTRC CMDY STRAT I Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
