Merrell Bros., Inc.'s EIN is 35-1681490.
Download the official 2024 Form 5500 (PDF) for Merrell Bros., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merrell Bros., Inc.'s plan includes 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 |
|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS | — | KOKOMO, IN | NONE | $50K | — |
| JULY BUSINESS SERVICES | 74-2715820 | — | NONE | $16K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Large Cap Index Fund Admiral Shares 5,633 | Common Collective Trusts | — | — | $767K | 9.1% | |
| Dodge & Cox Balanced Fund Class I 6,495 | Mutual Funds | — | — | $661K | 7.8% | |
| Vanguard 500 Index Fund Admiral Shares 1,059 | Common Collective Trusts | — | — | $575K | 6.8% | |
| Vanguard Mid-Cap Index Fund Admiral Shares 1,716 | Common Collective Trusts | — | — | $561K | 6.6% | |
| JPMorgan Equity Income Fund Class R6 22,122 | Other securities | — | — | $530K | 6.3% | |
| Virtus KAR Small-Cap Growth Fund Class R6 14,310 | Other securities | — | — | $478K | 5.6% | |
| Praxis Growth Index Fund Class I 7,972 | Common Collective Trusts | — | — | $392K | 4.6% | |
| Harding Loevner International Equity Portfolio 15,355 | Other securities | — | — | $376K | 4.4% | |
| Vanguard Total Stock Market Index Fund Admiral 2,481 | Common Collective Trusts | — | — | $350K | 4.1% | |
| ClearBridge Large Cap Growth Fund Class IS 4,504 | Other securities | — | — | $340K | 4.0% | |
| GuideStone Funds International Equity Fund 23,423 | Other securities | — | — | $320K | 3.8% | |
| REGISTERED INVESTMENT COMPANIES American Funds Capital Income Builder Class R-6 4,404 | Mutual Funds | — | — | $304K | 3.6% | |
| GuideStone Funds Equity Index Fund Investor 4,779 | Common Collective Trusts | — | — | $280K | 3.3% | |
| Eventide Gilead Class I 4,336 | Other securities | — | — | $224K | 2.6% | |
| Ave Maria Growth Fund 4,324 | Other securities | — | — | $205K | 2.4% | |
| Timothy Plan Small Cap Value Fund Class I 8,701 | Other securities | — | — | $168K | 2.0% | |
| BNY Mellon Small/Mid Cap Growth Fund Class I 5,249 | Other securities | — | — | $151K | 1.8% | |
| Vanguard Emerging Markets Stock Index Fund 3,869 | Common Collective Trusts | — | — | $142K | 1.7% | |
| Vanguard Small-Cap Index Fund Admiral Shares 1,226 | Common Collective Trusts | — | — | $141K | 1.7% | |
| JPMorgan Core Bond Fund Class R6 13,633 | Other securities | — | — | $138K | 1.6% | |
| BlackRock Strategic Income Opportunities 13,461 | Other securities | — | — | $127K | 1.5% | |
| Vanguard Target Retirement 2045 Fund 3,978 | Mutual Funds | — | — | $118K | 1.4% | |
| Federated Hermes Institutional High Yield Bond 12,492 | Other securities | — | — | $111K | 1.3% | |
| GuideStone Funds Defensive Market Strategies 9,322 | Other securities | — | — | $109K | 1.3% | |
| CASH, INTEREST-BEARING | Cash / Money Market | — | — | $104K | 1.2% | |
| Western Asset Core Plus Bond Fund Class I 11,435 | Other securities | — | — | $104K | 1.2% | |
| Ave Maria Rising Dividend Fund 4,350 | Other securities | — | — | $99K | 1.2% | |
| GuideStone Funds Global Bond Fund Investor 11,541 | Other securities | — | — | $98K | 1.2% | |
| GuideStone Funds Medium-Duration Bond Fund 7,062 | Other securities | — | — | $88K | 1.0% | |
| Ave Maria Bond Fund 5,223 | Other securities | — | — | $63K | 0.7% | |
| Timothy Plan High Yield Bond Fund Class I 5,796 | Other securities | — | — | $52K | 0.6% | |
| Vanguard Target Retirement 2030 Fund 1,076 | Mutual Funds | — | — | $41K | 0.5% | |
| Vanguard Target Retirement 2035 Fund 1,525 | Mutual Funds | — | — | $37K | 0.4% | |
| Eventide Balanced Fund Class I 2,562 | Other securities | — | — | $36K | 0.4% | |
| Franklin Income Fund Advisor Class 15,284 | Mutual Funds | — | — | $36K | 0.4% | |
| Vanguard Target Retirement 2055 Fund 555 | Mutual Funds | — | — | $31K | 0.4% | |
| Wasatch Micro Cap Value Fund 2,873 | Other securities | — | — | $12K | 0.1% | |
| T. Rowe Price Real Estate Fund 867 | Other securities | — | — | $10K | 0.1% | |
| Vanguard Total Bond Market Index Fund Admiral 1,020 | Common Collective Trusts | — | — | $10K | 0.1% | |
| Vanguard Target Retirement 2040 Fund 206 | Mutual Funds | — | — | $9K | 0.1% | |
| Vanguard Total International Stock Index Fund 219 | Common Collective Trusts | — | — | $7K | <0.1% | |
| Vanguard Target Retirement Income Fund 485 | Mutual Funds | — | — | $6K | <0.1% | |
| Parnassus Mid Cap Fund 15 ** 568 Pioneer Multi-Asset Ultrashort Income Fund Class 639 | Other securities | — | — | $6K | <0.1% | |
| SPDR Gold Shares 25 | Other securities | — | — | $6K | <0.1% | |
| Harbor Core Plus Fund Institutional Class 597 | Other securities | — | — | $6K | <0.1% | |
| Vanguard Inflation-Protected Securities Fund 519 | Mutual Funds | — | — | $6K | <0.1% | |
| Steward International Enhanced Index Fund Class 230 | Common Collective Trusts | — | — | $5K | <0.1% | |
| Keeley Mid Cap Dividend Value Fund Class I 148 | Other securities | — | — | $4K | <0.1% | |
| Praxis Small Cap Index Fund Class A 378 | Common Collective Trusts | — | — | $4K | <0.1% | |
| Steward Values-Focused Large Cap Enhanced 109 | Other securities | — | — | $4K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
