Alicia Fabiani signed Meyer Tool, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meyer Tool, Inc.'s EIN is 31-0874289.
Download the official 2024 Form 5500 (PDF) for Meyer Tool, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meyer Tool, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $17K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $25K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fid Balanced K 553,696 shares | Mutual Funds | — | — | $16.4M | 19.8% | |
| Fid Blue Chip Gr K 39,096 shares | Mutual Funds | — | — | $8.9M | 10.8% | |
| Ofmd Trp Div Growth 82,832 shares | Other securities | — | — | $6.4M | 7.7% | |
| Fid 500 Index 25,379 shares | Common Collective Trusts | — | — | $5.2M | 6.3% | |
| Invs Divrs Divd R5 277,577 shares | Other securities | — | — | $4.9M | 6.0% | |
| MM Small Cap Opp R5 234,642 shares | Other securities | — | — | $4.1M | 5.0% | |
| Fid Freedom 2045 K 260,411 shares | Mutual Funds | — | — | $3.5M | 4.3% | |
| Fid Freedom 2030 K 185,735 shares | Mutual Funds | — | — | $3.3M | 4.0% | |
| Participant Loans Interest rates at 4.25% - 9.50% | Bonds / Notes | — | — | $3.1M | 3.8% | |
| Fid Freedom 2050 K 204,365 shares | Mutual Funds | — | — | $2.8M | 3.4% | |
| Fid Freedom 2035 K 175,128 shares | Mutual Funds | — | — | $2.7M | 3.3% | |
| Baird Core Plus Inv 243,232 shares | Other securities | — | — | $2.6M | 3.1% | |
| Fid Freedom 2055 K 93,037 shares | Mutual Funds | — | — | $1.5M | 1.8% | |
| Fid Low Priced Stk K 35,741 shares | Mutual Funds | — | — | $1.5M | 1.8% | |
| As Govt Secs Is 151,901 shares | Other securities | — | — | $1.5M | 1.8% | |
| Fid Freedom 2060 K 99,464 shares | Mutual Funds | — | — | $1.4M | 1.7% | |
| Fid Freedom 2025 K 105,531 shares | Mutual Funds | — | — | $1.4M | 1.7% | |
| Fid Extd Mkt Idx 15,237 shares | Common Collective Trusts | — | — | $1.4M | 1.7% | |
| Fid Freedom 2040 K 105,210 shares | Mutual Funds | — | — | $1.2M | 1.5% | |
| Fid Glb Ex US Idx 64,707 shares | Common Collective Trusts | — | — | $933K | 1.1% | |
| Fid Emerging Mkts 20,021 shares | Mutual Funds | — | — | $762K | 0.9% | |
| Fid Freedom 2020 K 48,323 shares | Mutual Funds | — | — | $694K | 0.8% | |
| Fid Freedom 2065 K 46,127 shares | Mutual Funds | — | — | $610K | 0.7% | |
| Fidelity Brokerage Link Self-Directed Accounts | Self-Directed Brokerage | — | — | $459K | 0.6% | |
| Fid US Bond Idx 37,142 shares | Common Collective Trusts | — | — | $380K | 0.5% | |
| Abf Sm Cap Val Inv 11,832 shares | Other securities | — | — | $273K | 0.3% | |
| Conestoga Sm Cap Inv 3,265 shares | Other securities | — | — | $253K | 0.3% | |
| MEYER TOOL, INC. 96811721001 MEYER TOOL, INC. 1,081 2,105 430949844 71870 | Common Stocks | — | — | $126K | 0.2% | |
| Fid Freedom Inc K 9,850 shares | Mutual Funds | — | — | $104K | 0.1% | |
| Fid Freedom 2010 K 6,082 shares | Mutual Funds | — | — | $85K | 0.1% | |
| Fid Freedom 2015 K 5,278 shares | Mutual Funds | — | — | $60K | <0.1% | |
| Fid Freedom 2070 K 916 shares | Mutual Funds | — | — | $9K | <0.1% | |
| Payee Name Contract or ID # Address Line 1 City State Zip Code Amount Sherrill D. Morgan & Associates 96811721001 525 W. Fifth Street Suite 310 Covington KY 41011 | Other securities | — | — | $9K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
