Melanie Lane signed Merit Energy Company, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merit Energy Company, LLC's EIN is 75-2280562.
Download the official 2024 Form 5500 (PDF) for Merit Energy Company, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merit Energy Company, LLC's plan includes 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 | -$14K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $83K | — |
| Provider | Nondisclosure info |
|---|---|
| — | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual fund | Common Collective Trusts | — | — | $32.7M | 11.8% | |
| FID GROWTH CO K6 Mutual fund | Mutual Funds | — | — | $28.5M | 10.3% | |
| VANG TARGET RET 2045 Mutual fund | Other securities | — | — | $21.1M | 7.6% | |
| FID CONTRAFUND K6 Mutual fund | Mutual Funds | — | — | $20.0M | 7.2% | |
| VANG TARGET RET 2040 Mutual fund | Other securities | — | — | $19.0M | 6.9% | |
| VANG TARGET RET 2050 Mutual fund | Other securities | — | — | $17.7M | 6.4% | |
| VANG TARGET RET 2035 Mutual fund | Other securities | — | — | $13.1M | 4.7% | |
| FID US BOND IDX Mutual fund | Common Collective Trusts | — | — | $12.6M | 4.5% | |
| VANG TARGET RET 2055 Mutual fund | Other securities | — | — | $11.1M | 4.0% | |
| FID DIVERSFD INTL K6 Mutual fund | Mutual Funds | — | — | $10.4M | 3.8% | |
| AF WASH MUTL INV R6 Mutual fund | Other securities | — | — | $10.3M | 3.7% | |
| OAKMARK FUND INV Mutual fund | Other securities | — | — | $9.7M | 3.5% | |
| FID TOTAL INTL IDX Mutual fund | Common Collective Trusts | — | — | $8.8M | 3.2% | |
| VANG VMMR-FED MMKT Money market fund | Cash / Money Market | — | — | $8.1M | 2.9% | |
| FID MID CAP STOCK K6 Mutual fund | Mutual Funds | — | — | $7.7M | 2.8% | |
| VANG TARGET RET 2025 Mutual fund | Other securities | — | — | $6.8M | 2.4% | |
| VANG SMCP GR IDX ADM Mutual fund | Common Collective Trusts | — | — | $6.5M | 2.3% | |
| VANG TARGET RET 2060 Mutual fund | Other securities | — | — | $6.0M | 2.2% | |
| VANG TARGET RET 2030 Mutual fund | Other securities | — | — | $5.8M | 2.1% | |
| FID LOW-PRICED ST K6 Mutual fund | Mutual Funds | — | — | $4.5M | 1.6% | |
| VANG SMCPVL IDX ADM Mutual fund | Common Collective Trusts | — | — | $4.3M | 1.5% | |
| FID BALANCED K Mutual fund | Mutual Funds | — | — | $4.2M | 1.5% | |
| Merit Energy Company Savings Trust 5.25%-10.50% interest rates with | Bonds / Notes | — | — | $3.5M | 1.3% | |
| VANG TARGET RET 2020 Mutual fund | Other securities | — | — | $1.9M | 0.7% | |
| FID EXTD MKT IDX Mutual fund | Common Collective Trusts | — | — | $1.3M | 0.5% | |
| VANG INST TR 2065 Mutual fund | Other securities | — | — | $1.1M | 0.4% | |
| VANG TARGET RET INC Mutual fund | Common Stocks | — | — | $519K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
