John Laymon signed Merrick Industries, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merrick Industries, Inc.'s EIN is 59-3076908.
Download the official 2024 Form 5500 (PDF) for Merrick Industries, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merrick Industries, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $23K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| COMMONWEALTH FINANCIAL NETWORK | 04-2675571 | — | ADVISOR | $44K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| American Funds AF Target Date 2030 R6 a | Mutual Funds | — | — | $1.8M | 13.5% | |
| American Funds AF Target Date 2035 R6 a | Mutual Funds | — | — | $1.5M | 11.7% | |
| Fidelity FID 500 Index a | Common Collective Trusts | — | — | $1.5M | 11.5% | |
| American Funds AF Target Date 2040 R6 a | Mutual Funds | — | — | $1.3M | 9.6% | |
| American Funds AF Target Date 2010 R6 a | Mutual Funds | — | — | $861K | 6.6% | |
| American Funds AF Target Date 2050 R6 a | Mutual Funds | — | — | $786K | 6.0% | |
| Fidelity FID Government Mmkt a | Mutual Funds | — | — | $785K | 6.0% | |
| American Funds AF Target Date 2025 R6 a | Mutual Funds | — | — | $631K | 4.8% | |
| American Funds AF Target Date 2020 R6 a | Mutual Funds | — | — | $624K | 4.8% | |
| American Funds AF Target Date 2045 R6 a | Mutual Funds | — | — | $591K | 4.5% | |
| JPMorgan JPM Lg Cap Growth R6 a | Other securities | — | — | $489K | 3.7% | |
| PGIM J Mid-Cap Gr R6 a | Other securities | — | — | $363K | 2.8% | |
| American Century AM Cent Sm Cap Val R6 a | Other securities | — | — | $247K | 1.9% | |
| Notes Receivable from Participants Interest rates range from 4.25% to 10.50%, various maturities -0- | Bonds / Notes | — | — | $241K | 1.8% | |
| American Funds AF Target Date 2015 R6 a | Mutual Funds | — | — | $232K | 1.8% | |
| Carillon Reams CRLN R Core Bond I a | Other securities | — | — | $211K | 1.6% | |
| Victory Vict Govt Sec Inst a | Other securities | — | — | $197K | 1.5% | |
| The Hartford HTFD Div & Grth R6 a | Other securities | — | — | $155K | 1.2% | |
| Fidelity FID Sm Cap Idx a | Common Collective Trusts | — | — | $140K | 1.1% | |
| American Funds AF Target Date 2060 R6 a | Mutual Funds | — | — | $138K | 1.1% | |
| American Funds AF Target Date 2055 R6 a | Mutual Funds | — | — | $117K | 0.9% | |
| Fidelity FID Mid Cap Idx a | Common Collective Trusts | — | — | $96K | 0.7% | |
| Harbor Intl Core Ret a | Other securities | — | — | $72K | 0.5% | |
| Allspring AS Spl Mid Cp Val R6 a | Other securities | — | — | $45K | 0.3% | |
| Fidelity FA Emerging Mkts Z a | Mutual Funds | — | — | $19K | 0.1% | |
| Fidelity FID Small Cap Gr I a | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
