Ginger Holley signed Meredian Holdings Group, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meredian Holdings Group, Inc.'s EIN is 47-1087239.
Download the official 2024 Form 5500 (PDF) for Meredian Holdings Group, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meredian Holdings 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $9K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAI CAPITAL MANAGEMENT, LLC | 61-1495162 | — |
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 | |||||
|---|---|---|---|---|---|---|
| FLEXPATH IDX MOD 2055 R1 WILMINGTON TRUST · EIN 47-3188067 / PN 238 | Common Collective Trust | — | — | $2.3M | 15.2% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $2.0M | 13.2% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $1.7M | 11.3% | |
| FLEXPATH IDX AGG 2055 R1 WILMINGTON TRUST · EIN 47-3170652 / PN 237 | Common Collective Trust | — | — | $1.3M | 8.2% | |
| LARGE CAP GR II - R1 WILMINGTON TRUST COMPANY · EIN 38-4139848 / PN 626 | Common Collective Trust | — | — | $1.2M | 7.7% | |
| FLEXPATH IDX MOD 2045 R1 WILMINGTON TRUST · EIN 47-3071639 / PN 235 | Common Collective Trust | — | — | $766K | 5.0% | |
| FLEXPATH IDX MOD 2035 R1 WILMINGTON TRUST · EIN 47-3002484 / PN 232 | Common Collective Trust | — | — | $688K | 4.5% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $554K | 3.6% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $550K | 3.6% | |
| METLIFE REL ST VAL 25053 - 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $527K | 3.4% | |
| FLEXPATH IDX AGG 2035 R1 WILMINGTON TRUST · EIN 47-2987118 / PN 231 | Common Collective Trust | — | — | $457K | 3.0% | |
| FLEXPATH IDX MOD RET R1 WILMINGTON TRUST · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $289K | 1.9% | |
| JANUS HENDERSON ENTERPRISE N | Registered Investment Companies | — | — | $283K | 1.8% | |
| FLEXPATH IDX CON 2055 R1 WILMINGTON TRUST · EIN 47-3216409 / PN 239 | Common Collective Trust | — | — | $246K | 1.6% | |
| BLK EMERGING MARKET INST | Registered Investment Companies | — | — | $245K | 1.6% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $241K | 1.6% | |
| MFS GROWTH ALLOCATION R6 | Registered Investment Companies | — | — | $217K | 1.4% | |
| JPMORGAN EQUITY INCOME FUND R6 | Registered Investment Companies | — | — | $212K | 1.4% | |
| JPMORGAN US SMALL COMPANY R6 | Registered Investment Companies | — | — | $151K | 1.0% | |
| VANGUARD TOT BND MKT IND- ADM | Registered Investment Companies | — | — | $147K | 1.0% | |
| FLEXPATH IDX AGG 2045 R1 WILMINGTON TRUST · EIN 47-3026996 / PN 234 | Common Collective Trust | — | — | $119K | 0.8% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $110K | 0.7% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $108K | 0.7% | |
| AB SMALL CAP GROWTH PORT Z | Registered Investment Companies | — | — | $94K | 0.6% | |
| ALS SHORT-TERM BOND PLUS INST | Registered Investment Companies | — | — | $90K | 0.6% | |
| FLEXPATH IDX AGG RET R1 WILMINGTON TRUST · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $81K | 0.5% | |
| AMC SMALL CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $78K | 0.5% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $67K | 0.4% | |
| MFS CONS ALLOC R6 | Registered Investment Companies | — | — | $60K | 0.4% | |
| HARTFORD STRAT INC FUND R6 | Registered Investment Companies | — | — | $45K | 0.3% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $41K | 0.3% | |
| AMERICAN BEACON INTL EQTY R5 | Registered Investment Companies | — | — | $24K | 0.2% | |
| MFS MOD ALLOC FUND - R6 | Registered Investment Companies | — | — | $21K | 0.1% | |
| FLEXPATH IDX CON 2035 R1 WILMINGTON TRUST · EIN 47-3018134 / PN 233 | Common Collective Trust | — | — | $16K | 0.1% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| FLEXPATH IDX CON 2045 R1 WILMINGTON TRUST · EIN 47-3144367 / PN 236 | Common Collective Trust | — | — | $6K | <0.1% | |
| FLEXPATH IDX CON RET R1 WILMINGTON TRUST · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $6K | <0.1% | |
| MFS AGGRESSIVE GROWTH ALLOC R6 | Registered Investment Companies | — | — | $4K | <0.1% | |
| ALLSPRING CORE BOND INSTL | Registered Investment Companies | — | — | $3K | <0.1% | |
| PGIM GLOBAL TOTAL RTN R6 | Registered Investment Companies | — | — | $3K | <0.1% | |
| FLEXPATH IDX AGG 2025 R1 WILMINGTON TRUST · EIN 47-2935740 / PN 228 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX MOD 2025 R1 WILMINGTON TRUST · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX CON 2025 R1 WILMINGTON TRUST · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $42K |
| — |
