Rodney Fisher signed WM. F. Meyer Co.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
WM. F. Meyer Co.'s EIN is 36-2248737.
Download the official 2024 Form 5500 (PDF) for WM. F. Meyer Co. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)WM. F. Meyer Co.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $16K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| HIGHTOWER ADVISORS, LLC | 36-4500709 |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB S&P 500 INDEX FUND | Registered Investment Companies | — | — | $4.5M | 24.1% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.3M | 17.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.1M | 11.2% | |
| TCW METWEST TOTAL RET BOND PL | Registered Investment Companies | — | — | $1.3M | 7.0% | |
| DODGE & COX INTL STOCK I | Registered Investment Companies | — | — | $935K | 5.0% | |
| DODGE & COX STOCK I | Registered Investment Companies | — | — | $920K | 4.9% | |
| TROWEPRICE RETIREMENT 2050 INV | Registered Investment Companies | — | — | $741K | 4.0% | |
| T ROWE LARGE CAP GROWTH I | Registered Investment Companies | — | — | $643K | 3.5% | |
| SCHWAB SMALL CAP INDEX | Registered Investment Companies | — | — | $642K | 3.4% | |
| BNY MELLON MIDCAP INDEX INV | Registered Investment Companies | — | — | $520K | 2.8% | |
| TROWEPRICE RETIREMENT 2040 INV | Registered Investment Companies | — | — | $480K | 2.6% | |
| VAN MID CAP GROWTH - INV | Registered Investment Companies | — | — | $399K | 2.1% | |
| TROWEPRICE RETIREMENT 2030 INV | Registered Investment Companies | — | — | $334K | 1.8% | |
| CAREAGLE SMALL CAP GROWTH - I | Registered Investment Companies | — | — | $320K | 1.7% | |
| TROWEPRICE RETIRE 2020 INV | Registered Investment Companies | — | — | $67K | 0.4% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT/FINANCIAL ADVI |
| $48K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SIKICH CPA LLC | 54-1172176 | — | ACCOUNTANT | $12K | — |
