Patti Kesler signed Meritan, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meritan, Inc.'s EIN is 62-0674655.
Download the official 2023 Form 5500 (PDF) for Meritan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Meritan, Inc.'s plan includes a defined-benefit pension formula, a frozen benefit (no new accruals).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONWIDE | — | COLUMBUS, OH | N/A | $39K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LEAFHOUSE FINANCIAL ADVISORS | — | AUSTIN, TX | N/A | $2K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
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 |
|---|---|---|---|---|---|
| AMERITAS INVESTMENT COMPANY LLC | — | LINCOLN, NE | N/A | $21K | — |
| DIVERSIFIED TRUST COMPANY | — | MEMPHIS, TN | N/A | $12K | — |
| PENCHECKS TRUST | — | LA MESA, CA | N/A | $7K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| The Vanguard Group FDS S&P 500 ETF Exchange-traded funds | Common Collective Trusts | — | $4.7M | $5.5M | 25.0% | |
| Fidelity Advisors Money Market Government Class I Money Market Funds | Mutual Funds | — | $2.7M | $2.7M | 12.3% | |
| GMO LLC Quality Fund Class 1 Mutual Fund | Other securities | — | $1.1M | $1.2M | 5.6% | |
| The Vanguard Group Ultra-Short Term Bond Fund Mutual Fund | Mutual Funds | — | $1.1M | $1.1M | 5.2% | |
| Columbia Mgmt Investment Advisers, LLCColumbia Strategic Income Fund Mutual Fund | Other securities | — | $1.1M | $1.1M | 5.2% | |
| Causeway Funds, PLC Causeway International Opportunities Fund Mutual Fund | Common Stocks | — | $960K | $1.0M | 4.7% | |
| The Vanguard Group International Equity Index Mutual Fund | Common Collective Trusts | — | $958K | $1.0M | 4.6% | |
| DTC PRIVATE EQUITY VI LP DIVERSIFIED TRUST COMPANY · EIN 82-1794389 / PN 000 | Common Collective Trust | — | $560K | $894K | 4.1% | |
| ALPS Distributors, Inc. Brown Advisory Beutel Goodman Lg Cap Mutual Fund | Common Stocks | — | $830K | $894K | 4.1% | |
| Champlain Investment Partners, LLC Champlain Mid Cap Fund Mutual Fund | Other securities | — | $630K | $647K | 3.0% | |
| DTC PRIVATE EQUITY V LP DIVERSIFIED TRUST COMPANY · EIN 36-4798841 / PN 000 | Common Collective Trust | — | $283K | $601K | 2.7% | |
| DTC PRIVATE EQUITY IV LP DIVERSIFIED TRUST COMPANY · EIN 35-2425281 / PN 000 | Common Collective Trust | — | $242K | $464K | 2.1% | |
| Virtus Asset Trust Virtus SGA International Growth Class A Mutual Fund | Other securities | — | $475K | $446K | 2.0% | |
| The United States Government Treasury Bond due 5/15/2052 U.S. Gov. Bond | U.S. Treasuries | — | $181K | $166K | 0.8% | |
| The United States Government Treasury Bond due 5/12/2043 U.S. Gov. Bond | U.S. Treasuries | — | $174K | $165K | 0.8% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 1/1/2049 U.S. Gov. Backed-Security | Other securities | — | $148K | $147K | 0.7% | |
| DTC PRIVATE EQUITY III FUND DIVERSIFIED TRUST COMPANY · EIN 26-1139682 / PN 000 | Common Collective Trust | — | $26K | $126K | 0.6% | |
| Freddie Mac Partn CTF #SD8257 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $109K | $106K | 0.5% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 3/1/2038 U.S. Gov. Backed-Security | Other securities | — | $103K | $101K | 0.5% | |
| Fannie Mae Passthru #MA4868 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $91K | $89K | 0.4% | |
| Fannie Mae Remic Passthru Series 2015 M7 CL Mortgage-Backed Security | Agency / Mortgage-Backed | — | $84K | $85K | 0.4% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 5/1/2045 U.S. Gov. Backed-Security | Other securities | — | $87K | $85K | 0.4% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 5/1/2037 U.S. Gov. Backed-Security | Other securities | — | $84K | $83K | 0.4% | |
| Fannie Mae Passthru #MA4357 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $83K | $80K | 0.4% | |
| Fannie Mae Passthru #AM2127 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $79K | $79K | 0.4% | |
| Fannie Mae Passthru #AN3840 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $79K | $78K | 0.4% | |
| Freddie Mac Freddie Mac Small Balance Series 2020 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $74K | $76K | 0.3% | |
| The United States Government US Treasury Bond Stripped Prin PMT Prin U.S. Gov. Bond | U.S. Treasuries | — | $81K | $76K | 0.3% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 12/1/2035 U.S. Gov. Backed-Security | Other securities | — | $76K | $76K | 0.3% | |
| Fannie Mae Passthru #MA4783 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $77K | $75K | 0.3% | |
| Fannie Mae Passthru #MA4178 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $75K | $74K | 0.3% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 12/1/2047 U.S. Gov. Backed-Security | Other securities | — | $72K | $73K | 0.3% | |
| Freddie Mac Multiclass bonds Mortgage-Backed Security | Agency / Mortgage-Backed | — | $68K | $67K | 0.3% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 9/1/2036 U.S. Gov. Backed-Security | Other securities | — | $642K | $63K | 0.3% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 4/1/2047 U.S. Gov. Backed-Security | Other securities | — | $60K | $60K | 0.3% | |
| Fannie Mae Passthru #MA5107 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $59K | $60K | 0.3% | |
| Fannie Mae Passthru #BL6436 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $58K | $58K | 0.3% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 11/1/2047 U.S. Gov. Backed-Security | Other securities | — | $58K | $57K | 0.3% | |
| Fannie Mae Passthru #AN6046 Mortgage-Backed Security | Agency / Mortgage-Backed | — | $57K | $56K | 0.3% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 7/1/2044 U.S. Gov. Backed-Security | Other securities | — | $55K | $56K | 0.3% | |
| The U.S. Small Business Administration Small Business Admin GTD LN Pool due 9/10/2027 U.S. Gov. Backed-Security | Other securities | — | $52K | $52K | 0.2% | |
| The Tennessee Valley Authority Federal SR Global Callable Bond U.S. Agency Bond | Other securities | — | $53K | $52K | 0.2% | |
| The PNC Financial Services Group, Inc. Callable Sr NT (Variable Rate) Corporate Bond | Common Stocks | — | $52K | $52K | 0.2% | |
| DTE Elec Securitization Fdg II LLC DTE Elec Securitization Fdg II Extended Asset-Backed Security | Other securities | — | $52K | $51K | 0.2% | |
| DTC PRIVATE EQUITY VIII, L.P. DIVERSIFIED TRUST COMPANY · EIN 88-3694053 / PN 000 | Common Collective Trust | — | $50K | $50K | 0.2% | |
| Crown Castle International Corp. Towers Ser 2015 1 2 CL Asset-Backed Security | Common Stocks | — | $49K | $49K | 0.2% | |
| U.S. Bancorp, Inc. FR Variable Rate DTD Corporate Bond | Common Stocks | — | $49K | $49K | 0.2% | |
| JP Morgan Chase & Co. Callable Sr Global NT Variable Rate Corporate Bond | Common Stocks | — | $48K | $48K | 0.2% | |
| JGWPT XXX LLC Ser 2013 3 CL A Asset-Backed Security | Common Stocks | — | $47K | $48K | 0.2% | |
| Bank of America Corp Sr Global NT Corporate Bond | Common Stocks | — | $47K | $47K | 0.2% |
