Darren Boyer signed Meriter Health Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meriter Health Systems, Inc.'s EIN is 39-1412318.
Download the official 2024 Form 5500 (PDF) for Meriter Health Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meriter Health Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window.
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 | $160K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $37K | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| JPMCB SR 2045 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4660069 / PN 001 | Common Collective Trust | — | — | $38.2M | 11.4% | |
| JPMCB SR 2040 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4646438 / PN 001 | Common Collective Trust | — | — | $37.5M | 11.2% | |
| JPMCB SR 2030 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4619720 / PN 001 | Common Collective Trust | — | — | $32.7M | 9.8% | |
| JPMCB SR 2035 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4632462 / PN 001 | Common Collective Trust | — | — | $29.6M | 8.8% | |
| JPMCB SR 2050 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4675558 / PN 001 | Common Collective Trust | — | — | $26.5M | 7.9% | |
| JPMCB SR 2025 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4612229 / PN 001 | Common Collective Trust | — | — | $26.2M | 7.8% | |
| Fidelity 500 Index | Common Collective Trusts | — | — | $26.1M | 7.8% | |
| JPMCB SR 2055 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4682074 / PN 001 | Common Collective Trust | — | — | $17.7M | 5.3% | |
| JPMCB SR 2020 CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4595377 / PN 001 | Common Collective Trust | — | — | $13.0M | 3.9% | |
| JPMCB SR 2060 CF-D JPMORGAN CHASE BANK, N.A. · EIN 81-3250124 / PN 001 | Common Collective Trust | — | — | $12.4M | 3.7% | |
| JPMorgan Large Cap Growth Fund R6 | Other securities | — | — | $12.1M | 3.6% | |
| Fidelity Self-Directed Brokerage Accounts | Self-Directed Brokerage | — | — | $8.9M | 2.7% | |
| Vanguard PRIMECAP Fund | Mutual Funds | — | — | $7.2M | 2.1% | |
| Vanguard Wellington Fund | Mutual Funds | — | — | $6.4M | 1.9% | |
| Fidelity Global Ex US Index | Mutual Funds | — | — | $6.4M | 1.9% | |
| JPMCB SR INCOME CF-D JPMORGAN CHASE BANK, N.A. · EIN 47-4585612 / PN 001 | Common Collective Trust | — | — | $5.6M | 1.7% | |
| Fidelity Extended Market Index | Mutual Funds | — | — | $5.0M | 1.5% | |
| JPMorgan Equity Income Fund Class R6 | Other securities | — | — | $4.5M | 1.3% | |
| Western Asset Core Plus Bond | Other securities | — | — | $4.1M | 1.2% | |
| Fully Benefit Responsive Contract Lincoln National Life Insurance Stable Value Account | Stable Value | — | — | $3.6M | 1.1% | |
| Participants Notes Receivable from Participants Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $2.4M | 0.7% | |
| American Beacon Small Cap Value Fund | Other securities | — | — | $1.7M | 0.5% | |
| Vanguard Short-Term Investment-Grade Fund | Mutual Funds | — | — | $1.7M | 0.5% | |
| American Funds Europacific Growth Fund R6 | Mutual Funds | — | — | $1.7M | 0.5% | |
| JPMorgan High Yield Fund Class R6 | Other securities | — | — | $987K | 0.3% | |
| AllSpring Special Mid Cap Value Fund | Other securities | — | — | $956K | 0.3% | |
| Meridian Small Cap Growth Institutional | Other securities | — | — | $928K | 0.3% | |
| Vanguard Inflation-Protected Securities Fund | Mutual Funds | — | — | $762K | 0.2% | |
| Fidelity Government Money Market | Mutual Funds | — | — | $35K | <0.1% |
