Merlin Law Group, PLLC's EIN is 47-0948426.
Download the official 2024 Form 5500 (PDF) for Merlin Law Group, PLLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merlin Law Group, PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 84-0467907 | — | RECORDKEPPER | $626 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | PENNINGTON, NJ | INVESTMENT ADVISOR | $20K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT 401 TALCOTT RESOLUTION LIFE INSURANCE COMPANY · EIN 06-0974148 / PN 000 | Pooled Separate Account | — | — | $7.6M | 88.2% | |
| BLACKROCK GLOBAL ALLOCATION K | Other securities | — | — | $2.3M | 26.9% | |
| GENERAL ACCOUNT | Other securities | — | — | $920K | 10.6% | |
| FIDELITY 500 INDEX | Common Collective Trusts | — | — | $673K | 7.8% | |
| PIMCO REAL RETURN INSTL | Mutual Funds | — | — | $530K | 6.1% | |
| INDEXSELECT MODERATE RETIRE FUND CL I | Other securities | — | — | $446K | 5.2% | |
| INDEXSELECT CONSERVATIVE 2035 FUND CL I | Other securities | — | — | $386K | 4.5% | |
| GOLDMAN SACHS SMALL/MID CAP GROWTH R6 | Other securities | — | — | $374K | 4.3% | |
| PIMCO INCOME INSTL | Mutual Funds | — | — | $365K | 4.2% | |
| FRANKLIN GROWTH R6 | Mutual Funds | — | — | $341K | 3.9% | |
| BLACKROCK TOTAL RETURN K | Other securities | — | — | $260K | 3.0% | |
| MFS VALUE R6 | Mutual Funds | — | — | $211K | 2.4% | |
| INDEXSELECT MODERATE 2045 FUND CL I | Other securities | — | — | $196K | 2.3% | |
| AMERICAN FUNDS EUROPACIFIC GROWTH R6 | Mutual Funds | — | — | $190K | 2.2% | |
| INVESCO MAIN STREET MID CAP R6 | Mutual Funds | — | — | $167K | 1.9% | |
| AMERICAN FUNDS WASHINGTON MUTUAL R6 | Mutual Funds | — | — | $163K | 1.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Mutual Funds | — | — | $153K | 1.8% | |
| INDEXSELECT MODERATE 2055 FUND CL I | Other securities | — | — | $112K | 1.3% | |
| Notes receivable from participants (4.25%-9.50%) | Bonds / Notes | — | — | $98K | 1.1% | |
| INVESCO SMALL CAP GROWTH R6 | Mutual Funds | — | — | $98K | 1.1% | |
| INDEXSELECT AGGRESSIVE 2055 FUND CL I | Other securities | — | — | $92K | 1.1% | |
| ISHARES MSCI EAFE INTL IDX K | Common Collective Trusts | — | — | $91K | 1.1% | |
| INVESCO SMALL CAP VALUE R6 | Mutual Funds | — | — | $90K | 1.0% | |
| ALLSPRING SPECIAL MID CAP VALUE R6 | Other securities | — | — | $79K | 0.9% | |
| ISHARES US AGGREGATE BOND INDEX K | Other securities | — | — | $48K | 0.6% | |
| BNY MELLON GLOBAL FIXED INCOME - Y | Other securities | — | — | $47K | 0.5% | |
| ISHARES RUSSELL MID-CAP INDEX K | Other securities | — | — | $45K | 0.5% | |
| ISHARES RUSSELL 2000 SMALL-CAP IDX K | Common Collective Trusts | — | — | $32K | 0.4% | |
| INDEXSELECT AGGRESSIVE 2045 FUND CL I | Other securities | — | — | $32K | 0.4% | |
| INDEXSELECT MODERATE 2035 FUND CL I | Other securities | — | — | $29K | 0.3% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 | Mutual Funds | — | — | $25K | 0.3% | |
| DWS RREEF REAL ESTATE SECURITIES R6 | Other securities | — | — | $23K | 0.3% | |
| INDEXSELECT CONSERVATIVE 2045 FUND CL I | Other securities | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| KB PENSION SERVICES INC | 65-0721164 | — | CONTRACT ADM | $975 | — |
