Zachary Fairchild signed First Merchants Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
First Merchants Corporation's EIN is 35-1544218.
Download the official 2024 Form 5500 (PDF) for First Merchants Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)First Merchants Corporation'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 |
|---|---|---|---|---|---|
| LINCOLN NATIONAL CORPORATION | 35-0472300 | — | SERVICE PROVIDER | $166K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard 500 Index Fund 49,619 shares | Common Collective Trusts | — | — | $26.9M | 10.3% | |
| Vanguard Target Retirement 2030 Fund 478,410 shares | Mutual Funds | — | — | $18.1M | 6.9% | |
| Fidelity Contrafund Fund 578,902 shares | Mutual Funds | — | — | $18.0M | 6.9% | |
| Vanguard Target Retirement 2035 Fund 704,843 shares | Mutual Funds | — | — | $16.9M | 6.5% | |
| Vanguard Target Retirement 2040 Fund 333,951 shares | Mutual Funds | — | — | $14.4M | 5.5% | |
| Vanguard Target Retirement 2045 Fund 432,658 shares | Mutual Funds | — | — | $12.8M | 4.9% | |
| Group Annuity Contract *Lincoln Stable Value Account 8,258,383 shares | Stable Value | — | — | $10.2M | 3.9% | |
| Vanguard Windsor II Fund 126,849 shares | Mutual Funds | — | — | $10.0M | 3.8% | |
| T Rowe Price Dividend Growth Fund 125,385 shares | Mutual Funds | — | — | $9.6M | 3.7% | |
| Vanguard Mid Cap Index Fund 29,012 shares | Common Collective Trusts | — | — | $9.5M | 3.6% | |
| Vanguard Target Retirement 2050 Fund 189,408 shares | Mutual Funds | — | — | $9.4M | 3.6% | |
| Vanguard Target Retirement 2025 Fund 481,293 shares | Mutual Funds | — | — | $9.0M | 3.4% | |
| *First Merchants Corporation 197,229 shares | Common Stocks | — | — | $9.0M | 3.4% | |
| Vanguard Target Retirement 2055 Fund 153,088 shares | Mutual Funds | — | — | $8.5M | 3.3% | |
| Federated Hermes Total Return Bond Fund 745,480 shares | Other securities | — | — | $7.0M | 2.7% | |
| Vanguard Small Cap Index Fund 58,585 shares | Common Collective Trusts | — | — | $6.7M | 2.6% | |
| Vanguard Target Retirement 2060 Fund 120,021 shares | Mutual Funds | — | — | $6.2M | 2.4% | |
| Vanguard Selected Value Fund 200,892 shares | Mutual Funds | — | — | $5.4M | 2.1% | |
| MFS Mid Cap Growth Fund 163,665 shares | Mutual Funds | — | — | $5.1M | 2.0% | |
| Vanguard Small Cap Value Index Fund 57,257 shares | Common Collective Trusts | — | — | $4.9M | 1.9% | |
| Vanguard Target Retirement Income Fund 352,453 shares | Mutual Funds | — | — | $4.6M | 1.8% | |
| Vanguard Small Cap Growth Fund 42,963 shares | Mutual Funds | — | — | $4.2M | 1.6% | |
| Vanguard International Growth Fund 30,026 shares | Mutual Funds | — | — | $3.0M | 1.2% | |
| Participant Loans 4.25% - 9.5%, 1/2025 - 8/2043 | Bonds / Notes | — | — | $2.8M | 1.1% | |
| Dodge & Cox International Stock Fund 52,965 shares | Mutual Funds | — | — | $2.6M | 1.0% | |
| Vanguard Target Retirement 2065 Fund 78,485 shares | Mutual Funds | — | — | $2.6M | 1.0% | |
| Vanguard Target Retirement 2020 Fund 93,999 shares | Mutual Funds | — | — | $2.5M | 1.0% | |
| Vanguard High Dividend Yield Index Fund 56,806 shares | Common Collective Trusts | — | — | $2.2M | 0.8% | |
| Vanguard Balanced Index Fund 43,223 shares | Common Collective Trusts | — | — | $2.1M | 0.8% | |
| Vanguard Real Estate Index Fund 15,670 shares | Common Collective Trusts | — | — | $2.0M | 0.8% | |
| Self-Directed Brokerage Accounts *Charles Schwab & Co PCRA | Self-Directed Brokerage | — | — | $1.9M | 0.7% | |
| Lord Abbett High Yield Fund 287,099 shares | Mutual Funds | — | — | $1.8M | 0.7% | |
| American Funds Europacific Growth Fund 34,075 shares | Mutual Funds | — | — | $1.8M | 0.7% | |
| Vanguard Emerging Markets Stock Index Fund 40,020 shares | Common Collective Trusts | — | — | $1.5M | 0.6% | |
| Vanguard S/T Federal Fund 127,632 shares | Mutual Funds | — | — | $1.3M | 0.5% | |
| Fidelity International Small Cap Fund 41,794 shares | Mutual Funds | — | — | $1.3M | 0.5% | |
| Vanguard Total International Stock Index Fund 40,116 shares | Common Collective Trusts | — | — | $1.3M | 0.5% | |
| Federated Hermes Short Intermediate Total Return Bond Fund 120,142 shares | Other securities | — | — | $1.2M | 0.5% | |
| Vanguard S/T Inflation Protected Securities Index Fund 47,053 shares | Common Collective Trusts | — | — | $1.1M | 0.4% | |
| American Funds Capital World Bond Fund 41,038 shares | Mutual Funds | — | — | $641K | 0.2% | |
| Vanguard Target Retirement 2070 Fund 7,120 shares | Mutual Funds | — | — | $190K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
