Heather White signed Meridianlink, Inc.'s 2022 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meridianlink, Inc.'s EIN is 33-0849406.
Download the official 2022 Form 5500 (PDF) for Meridianlink, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2022 Form 5500 (PDF)Meridianlink, 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 |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $53K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NFP RETIREMENT INC |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity 500 Index | Common Collective Trusts | — | — | $7.1M | 19.7% | |
| Blackrock LifePath Index Retirement K | Other securities | — | — | $2.6M | 7.3% | |
| BlackRock LifePath Index 2045 K | Other securities | — | — | $2.6M | 7.2% | |
| BlackRock LifePath Index 2055 K | Other securities | — | — | $2.5M | 7.0% | |
| LARGE CAP VALUE I1 AST WILMINGTON TRUST · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $2.1M | 5.8% | |
| Blackrock LifePath Index 2030 K | Other securities | — | — | $1.9M | 5.4% | |
| BlackRock LifePath Index 2035 K | Other securities | — | — | $1.7M | 4.9% | |
| Blackrock LifePath Index 2050 K | Other securities | — | — | $1.6M | 4.5% | |
| Wilmington Trust Large Cap Growth III Fee Class I1 | Other securities | — | — | $1.6M | 4.4% | |
| T. Rowe Price Overseas Stock I | Other securities | — | — | $1.6M | 4.4% | |
| Blackrock LifePath Index 2040 K | Other securities | — | — | $1.5M | 4.2% | |
| Fidelity International Index | Mutual Funds | — | — | $1.4M | 4.0% | |
| Fidelity Mid Cap Index | Mutual Funds | — | — | $1.4M | 3.8% | |
| Fidelity Small Cap Index | Mutual Funds | — | — | $1.3M | 3.7% | |
| Blackrock LifePath Index 2060 K | Other securities | — | — | $869K | 2.4% | |
| PIMCO Rae US Small Instl | Mutual Funds | — | — | $855K | 2.4% | |
| BlackRock LifePath Index 2025 K | Other securities | — | — | $852K | 2.4% | |
| PUTNAM STABLE VALUE FUND PUTNAM INVESTMENTS · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $838K | 2.3% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $799K | 2.2% | |
| CORE BOND I1 AST WILMINGTON TRUST · EIN 82-1986152 / PN 325 | Common Collective Trust | — | — | $450K | 1.3% | |
| SMALL CAP GROWTH L1 AST WILMINGTON TRUST · EIN 38-4097324 / PN 487 | Common Collective Trust | — | — | $177K | 0.5% | |
| Participant loans Interest rates range from 6.75% to 7.50% - | Bonds / Notes | — | — | $34K | <0.1% | |
| LARGE CAP GROWTH I1 AST WILMINGTON TRUST · EIN 82-4435820 / PN 375 | Common Collective Trust | — | — | $0 | <0.1% | |
| SMALL CAP VALUE I1 AST WILMINGTON TRUST · EIN 38-4097325 / PN 488 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ALISO VIEJO, CA |
| INVESTMENT ADVISOR |
| $71K |
| — |
