Amanda Wojczak signed Meriplex Communications, Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meriplex Communications, Ltd.'s EIN is 61-1904644.
Download the official 2024 Form 5500 (PDF) for Meriplex Communications, Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meriplex Communications, Ltd.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA), a self-directed brokerage window, ERISA 404(c) participant direction.
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 | $72K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE | 26-4311657 | — | INVESTMENT ADVISOR | $8K | — |
| PARK AVENUE SECURITIES | 13-4023176 |
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 | |||||
|---|---|---|---|---|---|---|
| iShares S&P 500 Index Fund Investor A Shares 5,541 shares | Common Collective Trusts | — | $6K | $3.8M | 14.6% | |
| BlackRock Lifepath Index 2050 Fund 130,267 shares | Other securities | — | $130K | $3.0M | 11.6% | |
| BlackRock Lifepath Index 2035 Fund 135,245 shares | Other securities | — | $135K | $2.6M | 9.8% | |
| BlackRock Lifepath Index 2045 Fund 106,930 shares | Other securities | — | $107K | $2.4M | 9.1% | |
| Calvert US Large Cap Core Rspnb Idx R6 32,914 shares | Common Collective Trusts | — | $33K | $2.2M | 8.5% | |
| BlackRock Lifepath Index 2040 Fund 106,682 shares | Other securities | — | $107K | $2.2M | 8.4% | |
| BlackRock Lifepath Index 2055 Fund 59,568 shares | Other securities | — | $60K | $1.4M | 5.5% | |
| iShares Core MSCI Total International Stock ETF 146,020 shares | Other securities | — | $146K | $1.4M | 5.5% | |
| iShares Russell Small/Mid-Cap Idx BSMKX 77,003 shares | Common Collective Trusts | — | $77K | $1.1M | 4.4% | |
| BlackRock LifePath Index 2060 Fund 51,531 shares | Other securities | — | $52K | $1.1M | 4.3% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | $942K | $942K | 3.6% | |
| BlackRock Lifepath Index Retirement Fund A 50,314 shares | Other securities | — | $50K | $692K | 2.7% | |
| iShares US Aggregate Bond Index Fund 76,910 shares | Common Collective Trusts | — | $77K | $685K | 2.6% | |
| BlackRock Lifepath Index 2030 Fund 38,373 shares | Other securities | — | $38K | $656K | 2.5% | |
| Calvert US Large Cap Core Responsible Index; A 17,931 shares | Mutual Funds | — | $18K | $571K | 2.2% | |
| iShares Russell 2000 Small-Cap Index Fund 22,670 shares | Common Collective Trusts | — | $23K | $554K | 2.1% | |
| BlackRock Lifepath Index 2065 Fund 15,139 shares | Other securities | — | $15K | $230K | 0.9% | |
| Self-Directed Brokerage Account BrokerageLink Cash Various self-directed | Self-Directed Brokerage | — | — | $152K | 0.6% | |
| Government bond Various self-directed | Self-Directed Brokerage | — | — | $144K | 0.6% | |
| Various self-directed | Common Stocks | — | — | $116K | 0.4% | |
| Unit Various self-directed | Self-Directed Brokerage | — | — | $59K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| ADVISOR |
| $0 |
| — |
