Casey WAUN signed Meritum Energy GP, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meritum Energy GP, LLC's EIN is 47-3186665.
Download the official 2024 Form 5500 (PDF) for Meritum Energy GP, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meritum Energy GP, LLC'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 |
|---|---|---|---|---|---|
| JOHN HANCOCK LIFE INSURANCE COMPANY | 01-0233346 | — | RECORDKEEPER | $33K | — |
| TRANSAMERICA RETIREMENT SOLUTIONS | 13-3689044 | — | RECORDKEEPER | $5K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH |
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 | |||||
|---|---|---|---|---|---|---|
| Transamerica Retirement Solutions, LLC American Funds 2030 Tdate R6 | Mutual Funds | — | — | $905K | 11.8% | |
| Transamerica Retirement Solutions, LLC American Funds 2050 Tdate R6 | Mutual Funds | — | — | $858K | 11.2% | |
| Transamerica Retirement Solutions, LLC American Funds 2025 Tdate R6 | Mutual Funds | — | — | $825K | 10.8% | |
| Transamerica Retirement Solutions, LLC JP Morgan Large Cap Growth | Other securities | — | — | $737K | 9.6% | |
| Transamerica Retirement Solutions, LLC American Funds 2035 Tdate R6 | Mutual Funds | — | — | $726K | 9.5% | |
| Transamerica Retirement Solutions, LLC American Funds 2045 Tdate R6 | Mutual Funds | — | — | $722K | 9.4% | |
| Transamerica Retirement Solutions, LLC American Funds 2040 Tdate R6 | Mutual Funds | — | — | $701K | 9.1% | |
| Transamerica Retirement Solutions, LLC American Funds 2060 Tdate R6 | Mutual Funds | — | — | $491K | 6.4% | |
| Transamerica Retirement Solutions, LLC American Funds 2055 Tdate R6 | Mutual Funds | — | — | $449K | 5.9% | |
| Transamerica Retirement Solutions, LLC Nuveen Large Gap Growth | Mutual Funds | — | — | $316K | 4.1% | |
| Transamerica Retirement Solutions, LLC American Funds 2065 Tdate R6 | Mutual Funds | — | — | $187K | 2.4% | |
| Transamerica Retirement Solutions, LLC American Funds 2020 Tdate R6 | Mutual Funds | — | — | $181K | 2.4% | |
| Transamerica Retirement Solutions, LLC 500 Index Fund | Common Collective Trusts | — | — | $147K | 1.9% | |
| Transamerica Retirement Solutions, LLC American Funds 2015 Tdate R6 | Mutual Funds | — | — | $87K | 1.1% | |
| Transamerica Retirement Solutions, LLC Vanguard Strategic Equity Investor | Mutual Funds | — | — | $69K | 0.9% | |
| Transamerica Retirement Solutions, LLC American Funds Bond Fund of America R6 | Mutual Funds | — | — | $46K | 0.6% | |
| Transamerica Retirement Solutions, LLC Putnam Large Cap Value R6 | Mutual Funds | — | — | $23K | 0.3% | |
| Transamerica Retirement Solutions, LLC Fidelity International Index | Mutual Funds | — | — | $20K | 0.3% | |
| Transamerica Retirement Solutions, LLC American Funds New Perspective R6 | Mutual Funds | — | — | $17K | 0.2% | |
| Transamerica Retirement Solutions, LLC Pimco Real Return Instl | Mutual Funds | — | — | $15K | 0.2% | |
| Transamerica Retirement Solutions, LLC FullerThaler Behavioral Small-Cap Equity R6 | Other securities | — | — | $9K | 0.1% | |
| Transamerica Retirement Solutions, LLC Loomis Sayles Global Allocation N | Other securities | — | — | $5K | <0.1% | |
| Transamerica Retirement Solutions, LLC Janus Enterprise N | Mutual Funds | — | — | $5K | <0.1% | |
| Transamerica Retirement Solutions, LLC Cohen & Steers Real Estate | Other securities | — | — | $5K | <0.1% | |
| Transamerica Retirement Solutions, LLC New World Fund | Other securities | — | — | $3K | <0.1% | |
| Transamerica Retirement Solutions, LLC American Funds 2010 Tdate R6 | Mutual Funds | — | — | $1K | <0.1% | |
| AMERICAN FUNDS 2065 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| T. ROWE PRICE DIVIDEND GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2055 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2050 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2045 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2040 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2035 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2030 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2060 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2020 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2015 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS 2010 TD JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COHEN & STEERS REAL ESTATE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PARNASSUS MID CAP FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| TIAA-CREF SMALL-CAP BLEND IDX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| 500 INDEX FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| AMERICAN FUNDS NEW PERSPECTIVE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| FIDELITY INTERNATIONAL INDEX JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN EQUITY INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN LARGE CAP GROWTH JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| PUTNAM LARGE CAP GROWTH FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD EQUITY-INCOME FUND JOHN HANCOCK LIFE INSURANCE COMPANY · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| 13-5674085 |
| — |
| INVESTMENT ADVISORY |
| $19K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LOREN D. STARK COMPANY, INC. | 74-1537058 | — | TPA | $11K | — |
