Amanda Dobson signed Merritt Trailers, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merritt Trailers, Inc.'s EIN is 47-4306348.
Download the official 2024 Form 5500 (PDF) for Merritt Trailers, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merritt Trailers, 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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $60K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | 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.
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 |
|---|---|---|---|---|---|
| CLIFTONLARSONALLEN | 41-0746749 | — | ACCOUNTANT | $18K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.5M | 16.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $2.0M | 13.1% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $1.7M | 10.8% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.6M | 10.3% | |
| Fidelity 500 Index Fund | Common Collective Trusts | — | — | $1.2M | 8.0% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $1.1M | 7.3% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $921K | 5.9% | |
| AllianceBernstein (AB) Large Cap Growth Fund | Other securities | — | — | $748K | 4.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $673K | 4.3% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $551K | 3.5% | |
| Participants Participant Loans Rates from 4.25% to 9.50% - | Bonds / Notes | — | — | $412K | 2.6% | |
| PIMCO Income Fund | Mutual Funds | — | — | $385K | 2.5% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $312K | 2.0% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $303K | 1.9% | |
| Principal Fixed Income Guaranteed Option | Other securities | — | — | $236K | 1.5% | |
| MFS International Diversification Fund | Mutual Funds | — | — | $225K | 1.5% | |
| Fidelity Small Cap Index Fund | Common Collective Trusts | — | — | $123K | 0.8% | |
| Carillon Eagle Mid Cap Growth Fund | Other securities | — | — | $84K | 0.5% | |
| BlackRock High Yield Bond Portfolio | Other securities | — | — | $76K | 0.5% | |
| PGIM Total Return Bond Fund | Other securities | — | — | $75K | 0.5% | |
| Putnam Large Cap Value Trust II U Class | Mutual Funds | — | — | $45K | 0.3% | |
| PUTNAM LG CP VAL TRST II U GREAT GRAY TRUST COMPANY · EIN 86-1899009 / PN 676 | Common Collective Trust | — | — | $45K | 0.3% | |
| Fidelity Mid Cap Index Fund | Common Collective Trusts | — | — | $30K | 0.2% | |
| PGIM Global Total Retirement Fund | Other securities | — | — | $29K | 0.2% | |
| Fidelity International Index Fund | Common Collective Trusts | — | — | $26K | 0.2% | |
| Janus Henderson Triton Fund | Mutual Funds | — | — | $24K | 0.2% | |
| PRIN REAL ESTATE SECS SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $23K | 0.2% | |
| Undiscovered Managers Behavioral Value Fund | Other securities | — | — | $18K | 0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $10K | <0.1% | |
| Fidelity US Bond Index | Mutual Funds | — | — | $10K | <0.1% | |
| New World Fund Inc. | Common Stocks | — | — | $5K | <0.1% | |
| Invesco Balanced-Risk Allocation Fund | Mutual Funds | — | — | $3K | <0.1% | |
| Principal Global Trust LifeTime Hybrid Income | Other securities | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $2K | <0.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $88 | <0.1% | |
| PRINCIPAL DIV REAL ASSET SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $86 | <0.1% |
