William Grammatica signed Merchsource's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merchsource's EIN is 38-3853398.
Download the official 2024 Form 5500 (PDF) for Merchsource from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merchsource'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO | 34-1542819 | — | N/A | $42K |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| GS INCOME BUILDER A | Registered Investment Companies | — | — | $4.3M | 22.1% | |
| GS LARGE CAP VALUE FUND - A | Registered Investment Companies | — | — | $1.4M | 7.0% | |
| FRANKLIN MUT GLB DISC - R | Registered Investment Companies | — | — | $1.2M | 6.2% | |
| GSACHS TECHNOLOGY OPPS A | Registered Investment Companies | — | — | $1.2M | 6.2% | |
| GOLDMAN SACHS FIN SQ GOVT A | Registered Investment Companies | — | — | $1.2M | 6.0% | |
| FRANKLIN RISING DIVIDENDS - R | Registered Investment Companies | — | — | $1.1M | 5.8% | |
| FRANKLIN GROWTH FUND - R | Registered Investment Companies | — | — | $961K | 4.9% | |
| HARTFORD INTL EQUITY R3 | Registered Investment Companies | — | — | $836K | 4.3% | |
| DAVIS NY VENTURE FUND - R | Registered Investment Companies | — | — | $814K | 4.2% | |
| GS MID CAP VALUE FUND - A | Registered Investment Companies | — | — | $776K | 4.0% | |
| GS MID CAP GROWTH A | Registered Investment Companies | — | — | $734K | 3.8% | |
| GS EMERGING MARKETS EQUITY - A | Registered Investment Companies | — | — | $699K | 3.6% | |
| INVESCO GLBL STRAT INC R | Registered Investment Companies | — | — | $683K | 3.5% | |
| GS SMALL CAP VALUE FUND - A | Registered Investment Companies | — | — | $614K | 3.1% | |
| INVESCO EQV INTL EQUITY R | Registered Investment Companies | — | — | $467K | 2.4% | |
| GS BALANCED STRATEGY - A | Registered Investment Companies | — | — | $461K | 2.4% | |
| GS GROWTH & INCOME STRAT - A | Registered Investment Companies | — | — | $372K | 1.9% | |
| GS HIGH YIELD FUND - A | Registered Investment Companies | — | — | $360K | 1.8% | |
| INVESCO INTL BOND R | Registered Investment Companies | — | — | $335K | 1.7% | |
| GOLDMAN COMMODITY STRAT - A | Registered Investment Companies | — | — | $287K | 1.5% | |
| GS REAL ESTATE FUND - A | Registered Investment Companies | — | — | $210K | 1.1% | |
| GS GROWTH STRATEGY - A | Registered Investment Companies | — | — | $195K | 1.0% | |
| GS DYNAMIC GLOBAL EQUITY - A | Registered Investment Companies | — | — | $141K | 0.7% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
