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Original filing (PDF)20250916150741NAL0004553970001
MERICHEM COMPANY
Form 5500
FILING_RECEIVED
MERICHEM COMPANY SAVINGS PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
71
Plan assets (EOY)
$23.2M
Net assets (EOY)
$23.2M
How this plan invests
This plan
6 pooled trusts
Schedule D
25 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (19 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MERICHEM COMPANY.
Plan sponsor
Name
MERICHEM COMPANY
EIN
74-1539883
Address
601 SAWYER, SUITE 205 · HOUSTON, TX · 77007
Phone
(713) 428-5001
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-16
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
MELTON & MELTON
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | 06-1050034 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $45K | — |
Investments
19 direct securities · 6 pooled funds· $23.2M(100% of reported assets)
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.
Uncategorized
$17.7M
19 holdings
Pooled Separate Account
$5.5M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Guaranteed Income Fund Stable value fund | — | — | — | $5.0M | 21.7% | |
| Vanguard Institutional Target Retirement 2040 Mutual fund | — | — | — | $3.7M | 16.0% | |
| LARGE CAP GROWTH / JP MORGAN INVST EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 141 | Pooled Separate Account | — | — | $2.4M | 10.5% | |
| Vanguard Institutional Target Retirement 2035 Mutual fund | — | — | — | $1.6M | 6.9% | |
| Vanguard Equity-Income Fund Admiral Mutual fund | — | — | — | $1.4M | 6.1% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $1.3M | 5.7% | |
| CORE BOND ENHANCED INDEX / PGIM FUN EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 036 | Pooled Separate Account | — | — | $816K | 3.5% | |
| MID CAP GROWTH / TIMESSQUARE FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 186 | Pooled Separate Account | — | — | $760K | 3.3% | |
| Vanguard Institutional Target Retirement Income Mutual fund | — | — | — | $728K | 3.1% | |
| Vanguard Mid Cap Index Admiral Mutual fund | — | — | — | $689K | 3.0% | |
| INTNL BLEND (SUB-ADV BY WELLINGTON EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 349 | Pooled Separate Account | — | — | $601K | 2.6% | |
| MFS Mid Cap Value R6 Mutual fund | — | — | — | $551K | 2.4% | |
| SA/INVESCO SMALL CAP GROWTH STRATEG EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 293 | Pooled Separate Account | — | — | $529K | 2.3% | |
| Vanguard Institutional Target Retirement 2025 Mutual fund | — | — | — | $445K | 1.9% | |
| Vanguard Institutional Target Retirement 2045 Mutual fund | — | — | — | $429K | 1.8% | |
| SMALL CAP VALUE / INTEGRITY FUND EMPOWER ANNUITY INSURANCE COMPANY · EIN 06-1050034 / PN 439 | Pooled Separate Account | — | — | $409K | 1.8% | |
| Vanguard Institutional Target Retirement 2030 Mutual fund | — | — | — | $357K | 1.5% | |
| Vanguard Small Cap Index Admiral Mutual fund | — | — | — | $343K | 1.5% | |
| Vanguard Institutional Target Retirement 2055 Mutual fund | — | — | — | $308K | 1.3% | |
| Vanguard Total International Stock Index Admiral Mutual fund | — | — | — | $264K | 1.1% | |
| Vanguard Institutional Target Retirement 2050 Mutual fund | — | — | — | $243K | 1.0% | |
| Vanguard Institutional Target Retirement 2060 Mutual fund | — | — | — | $85K | 0.4% | |
| Vanguard Treasury Money Market Investor Mutual fund ** 1 * Participant Loans *** 4.25% - 9.50% 0 | — | — | — | $80K | 0.3% | |
| Vanguard Institutional Target Retirement 2020 Mutual fund | — | — | — | $43K | 0.2% | |
| Vanguard Institutional Target Retirement 2065 Mutual fund | — | — | — | $12K | <0.1% |
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