Jennifer Barnes signed Merus Corporation's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merus Corporation's EIN is 46-1375798.
Download the official 2024 Form 5500 (PDF) for Merus Corporation from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merus Corporation'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | 59-1237041 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| Principal Guaranteed Option | Other securities | — | — | $4.3M | 16.8% | |
| Dodge & Cox Income I Fund | Mutual Funds | — | — | $3.9M | 15.3% | |
| PRINCIPAL OVERSEAS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 116 | Pooled Separate Account | — | — | $3.1M | 11.9% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $2.6M | 10.0% | |
| Invesco Comstock R6 Fund | Mutual Funds | — | — | $2.3M | 9.1% | |
| PRIN BLUE CHIP SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 133 | Pooled Separate Account | — | — | $1.8M | 7.2% | |
| DFA US Targeted Value I Fund | Mutual Funds | — | — | $1.3M | 5.1% | |
| Neuberger Berman Mid Cap Growth R6 Fund | Other securities | — | — | $1.2M | 4.8% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $1.2M | 4.6% | |
| JP Morgan Large Cap Growth R6 Fund | Other securities | — | — | $1.0M | 4.0% | |
| JP Morgan US Equity R6 Fund | Other securities | — | — | $725K | 2.8% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $458K | 1.8% | |
| DFA US Small Cap Growth Institutional Fund | Mutual Funds | — | — | $310K | 1.2% | |
| Fidelity US Bond Index Fund | Common Collective Trusts | — | — | $288K | 1.1% | |
| American Funds New World R6 Fund | Mutual Funds | — | — | $258K | 1.0% | |
| American Fund EuroPacific Growth Fund | Other securities | — | — | $216K | 0.8% | |
| Allspring Special Mid Cap Value R6 Fund | Other securities | — | — | $214K | 0.8% | |
| PGIM High Yield R6 Fund | Other securities | — | — | $121K | 0.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $76K | 0.3% | |
| Participant Loans (interest at 8.75% - 9.50% with various maturities through 2029) | Bonds / Notes | — | $0 | $72K | 0.3% | |
| American Century SD Inflation Prt Bond Fund R6 | U.S. Treasuries | — | — | $58K | 0.2% | |
| Vanguard Balanced Index Admiral Fund | Mutual Funds | — | — | $11K | <0.1% | |
| Vanguard Total International Bond Index Admiral Fun | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds American Balanced R6 Fund | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
