Sarah Bell signed Meriwether-Godsey, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meriwether-Godsey, Inc.'s EIN is 54-1319486.
Download the official 2023 Form 5500 (PDF) for Meriwether-Godsey, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Meriwether-Godsey, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $8K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $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 | |||||
|---|---|---|---|---|---|---|
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $1.5M | 17.3% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $1.4M | 16.6% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $1.4M | 15.8% | |
| FRANKLIN GROWTH FUND - A | Registered Investment Companies | — | — | $1.1M | 13.2% | |
| STATE ST S&P 500 IDX IX STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 344 | Common Collective Trust | — | — | $528K | 6.1% | |
| COL SELIGMAN TECH AND INFO A | Registered Investment Companies | — | — | $527K | 6.1% | |
| AMERCENT HERITAGE FUND - A | Registered Investment Companies | — | — | $485K | 5.6% | |
| JANUS HENDERSON BALANCED - S | Registered Investment Companies | — | — | $241K | 2.8% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $220K | 2.6% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $140K | 1.6% | |
| AMC DISCIPLINED CORE VALUE A | Registered Investment Companies | — | — | $128K | 1.5% | |
| STATE ST CASH SERIES US GOVT L STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 000 | Common Collective Trust | — | — | $98K | 1.1% | |
| STATE ST RUSS SC IDX VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 340 | Common Collective Trust | — | — | $97K | 1.1% | |
| INVESCO GLOBAL A | Registered Investment Companies | — | — | $96K | 1.1% | |
| VICTORY ESTABLISHED VALUE A | Registered Investment Companies | — | — | $86K | 1.0% | |
| T.ROWE PRICE RETIREMENT 2010-R 260 REGISTERED INVESTMENT COMPANY DWS GLOBAL HIGH INCOME S | Registered Investment Companies | — | — | $64K | 0.7% | |
| PGIM QS SMALL-CAP VAL A | Registered Investment Companies | — | — | $58K | 0.7% | |
| JP MORGAN GOVT BOND FUND - A | Registered Investment Companies | — | — | $43K | 0.5% | |
| T. ROWE PRICE RETIRE BALANCE R | Registered Investment Companies | — | — | $34K | 0.4% | |
| INVESCO EQV INTL EQUITY A | Registered Investment Companies | — | — | $31K | 0.4% | |
| DWS TOTAL RETURN BOND A | Registered Investment Companies | — | — | $28K | 0.3% | |
| BLK ADV SMALL CAP GR INV A | Registered Investment Companies | — | — | $27K | 0.3% | |
| INVESCO REAL ESTATE - A | Registered Investment Companies | — | — | $26K | 0.3% | |
| PUTNAM INT CAPITAL OPP -A | Registered Investment Companies | — | — | $26K | 0.3% | |
| PIMCO TOTAL RETURN FUND - A | Registered Investment Companies | — | — | $24K | 0.3% | |
| INVESCO EQV EM MKTS ALL CAP A | Registered Investment Companies | — | — | $14K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
