Julie Smith signed Meridian Bioscience, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meridian Bioscience, Inc.'s EIN is 31-0888197.
Download the official 2024 Form 5500 (PDF) for Meridian Bioscience, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meridian Bioscience, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER AND S | 13-5674085 | — | RECORDKEEPER | $6K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KATZ SAPPER & MILLER | — | INDIANAPOLIS, IN | ACCOUNTANT | $10K | — |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund 27,131 | Common Collective Trusts | — | — | $18.7M | 20.6% | |
| American Funds Euro Pacific Growth Fund 162,483 | Mutual Funds | — | — | $8.5M | 9.4% | |
| American Funds Washington Mutual Investors Fund 135,664 | Mutual Funds | — | — | $8.3M | 9.2% | |
| INVESCO STABLE VALUE RETIREMENT CLA INVESCO TRUST COMPANY · EIN 27-3868124 / PN 001 | Common Collective Trust | — | — | $8.0M | 8.8% | |
| Loomis Sayles Core Plus Fund 589,771 | Other securities | — | — | $6.7M | 7.4% | |
| Neuberger Berman Genesis 88,163 | Other securities | — | — | $5.8M | 6.4% | |
| BlackRock Mid Cap Growth Equity Portfolio 127,069 | Other securities | — | — | $5.5M | 6.1% | |
| Janus Henderson Adviser Forty Fund 96,753 | Mutual Funds | — | — | $5.5M | 6.1% | |
| REGISTERED INVESTMENT COMPANIES American Century Diversified Bond Fund 529,630 | Other securities | — | — | $4.8M | 5.3% | |
| Macquarie Small Cap Value Fund 55,568 | Other securities | — | — | $3.9M | 4.3% | |
| The Oakmark International Fund 120,374 | Other securities | — | — | $3.0M | 3.3% | |
| JP Morgan Equity Income Fund 119,927 | Other securities | — | — | $2.9M | 3.2% | |
| Macquarie Emerging Markets Fund 115,008 | Other securities | — | — | $2.3M | 2.6% | |
| American Funds Balanced Fund 47,538 | Mutual Funds | — | — | $1.6M | 1.8% | |
| NOTES RECEIVABLE FROM PARTICIPANTS, bearing interest at 4.25-9.50%, with maturities through July 2032 N/A | Bonds / Notes | — | — | $1.3M | 1.5% | |
| BlackRock Global Allocation Fund 60,500 | Other securities | — | — | $1.1M | 1.2% | |
| Eaton Vance Income Fund of Boston 188,410 | Other securities | — | — | $978K | 1.1% | |
| PIMCO Commodity Real Return Strategy Fund 57,968 | Mutual Funds | — | — | $762K | 0.8% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INDIANAPOLIS, IN |
| ACCOUNTANT |
| $8K |
| — |
| CASSADY SCHILLER CPAS & ADVISORS | — | CINCINNATI, OH | ACCOUNTANT | $7K | — |
