Jeremy HATT signed Mervin Manufacturing's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mervin Manufacturing's EIN is 33-0461211.
Download the official 2024 Form 5500 (PDF) for Mervin Manufacturing from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mervin Manufacturing's plan includes 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 |
|---|---|---|---|---|---|
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $16K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RBC CAPITAL MARKETS LLC | 41-1416330 | — | INVESTMENT ADVISOR | $13K | — |
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 | |||||
|---|---|---|---|---|---|---|
| PGIM TOTAL RETURN BOND Z Registered investment companies | Other securities | — | — | $886K | 19.4% | |
| T. ROWE PRICE GROWTH STOCK ADV Registered investment companies | Other securities | — | — | $801K | 17.5% | |
| VANGUARD 500 INDEX ADMIRAL Registered investment companies | Common Collective Trusts | — | — | $733K | 16.0% | |
| DODGE & COX STOCK I Registered investment companies | Mutual Funds | — | — | $675K | 14.7% | |
| INVESCO STABLE VAL TRUST RET OPT TRANSAMERICA LIFE INS CO · EIN 39-0989781 / PN 377 | Pooled Separate Account | — | — | $399K | 8.7% | |
| VANGUARD EXTENDED MARKET IDX ADM Registered investment companies | Common Collective Trusts | — | — | $238K | 5.2% | |
| AMERICAN FUNDS NEW PERSPECTIVE R4 Registered investment companies | Mutual Funds | — | — | $203K | 4.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R4 Registered investment companies | Mutual Funds | — | — | $152K | 3.3% | |
| FRANKLIN SMALL CAP GROWTH A Registered investment companies | Mutual Funds | — | — | $128K | 2.8% | |
| FRANKLIN SMALL CAP VALUE R6 Registered investment companies | Mutual Funds | — | — | $112K | 2.4% | |
| COHEN & STEERS GLOBAL REALTY A Registered investment companies | Other securities | — | — | $103K | 2.3% | |
| FIDELITY EMERGING MARKETS INDEX Registered investment companies | Mutual Funds | — | — | $72K | 1.6% | |
| through October 2027 - | Other securities | — | — | $41K | 0.9% | |
| AMERICAN FUNDS AMERICAN BALANCED R4 Registered investment companies | Mutual Funds | — | — | $28K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
