Susan M. Savat signed Merchants Financial Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merchants Financial Group, Inc.'s EIN is 41-1504721.
Download the official 2024 Form 5500 (PDF) for Merchants Financial Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merchants Financial Group, Inc.'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 |
|---|---|---|---|---|---|
| MERCHANTS BANK NATIONAL ASSOCIATION | 41-0632402 | — | NONE | $3K | — |
| CHARLES SCHWAB TRUST BANK | 82-3967259 | — | NONE | $0 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T. Rowe Price Retirement 2030 Fund l Class | Other securities | — | — | $12.2M | 18.7% | |
| T. Rowe Price Retirement 2040 Fund l Class | Other securities | — | — | $8.2M | 12.7% | |
| J.P. Morgan Large Cap Growth Fund Class R6 | Other securities | — | — | $6.4M | 9.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $4.8M | 7.4% | |
| T. Rowe Price Retirement 2050 Fund l Class | Other securities | — | — | $4.7M | 7.3% | |
| T. Rowe Price Retirement 2020 Fund I Class | Other securities | — | — | $4.2M | 6.5% | |
| Putnam Large Cap Value Fund Class R6 | Mutual Funds | — | — | $3.7M | 5.7% | |
| American Funds Bond Fund of America Class R6 | Mutual Funds | — | — | $3.6M | 5.6% | |
| Principal MidCap Fund Class R6 | Other securities | — | — | $3.1M | 4.7% | |
| FullerThaler Behavioral Small Cap Equity Fund Class R6 | Other securities | — | — | $2.0M | 3.0% | |
| Schwab Bank Savings | Mutual Funds | — | — | $1.6M | 2.5% | |
| MFS International Equity Fund Class R6 | Mutual Funds | — | — | $1.4M | 2.1% | |
| T. Rowe Price Retirement 2035 Fund l Class | Other securities | — | — | $1.1M | 1.7% | |
| Allspring Short-Term Bond Plus Fund Class R6 | Other securities | — | — | $1.0M | 1.6% | |
| T. Rowe Price Retirement 2045 Fund l Class | Other securities | — | — | $1.0M | 1.5% | |
| T. Rowe Price Retirement 2025 Fund I Class | Other securities | — | — | $730K | 1.1% | |
| T. Rowe Price Retirement 2060 Fund l Class | Other securities | — | — | $673K | 1.0% | |
| MFS Mid Cap Value Fund Class R6 | Mutual Funds | — | — | $625K | 1.0% | |
| PIMCO RAE U.S. Small Fund Institutional Class | Mutual Funds | — | — | $578K | 0.9% | |
| T. Rowe Price Retirement 2010 Fund l Class | Other securities | — | — | $552K | 0.9% | |
| through May 2035 | Other securities | — | — | $476K | 0.7% | |
| J.P. Morgan U.S. Research Enhanced Equity Fund Class R6 | Other securities | — | — | $385K | 0.6% | |
| American Century Small Cap Growth Fund Class R6 | Other securities | — | — | $300K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $285K | 0.4% | |
| American Funds American High Income Trust Class R6 | Mutual Funds | — | — | $247K | 0.4% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $179K | 0.3% | |
| MFS Blended Research Mid CapEquity Fund Class R6 | Mutual Funds | — | — | $155K | 0.2% | |
| Fidelity Advisor International Small Cap Fund Class Z | Mutual Funds | — | — | $121K | 0.2% | |
| DFA Inflation-Protected Securities Portfolio Institutional Class Fund | Mutual Funds | — | — | $93K | 0.1% | |
| T. Rowe Price Retirement 2055 Fund l Class | Other securities | — | — | $76K | 0.1% | |
| Fidelity Advisor Focused Emerging Markets Discovery Fund Class Z | Mutual Funds | — | — | $74K | 0.1% | |
| DFA Real Estate Securities Portfolio Institutional Class Fund | Mutual Funds | — | — | $55K | <0.1% | |
| T. Rowe Price Retirement 2065 Fund l Class | Other securities | — | — | $47K | <0.1% | |
| T. Rowe Price Institutional Long Duration Credit Fund | Other securities | — | — | $23K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
