Carrie Meryhew signed Magleby Professional Services' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Magleby Professional Services' EIN is 36-4718707.
Download the official 2024 Form 5500 (PDF) for Magleby Professional Services from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Magleby Professional Services' 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $20K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CALIBER WEALTH MANAGEMENT LLC | 47-1873640 | — | ADVISOR | $23K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
