Richard DYER signed Melaleuca, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Melaleuca, Inc.'s EIN is 82-0399405.
Download the official 2024 Form 5500 (PDF) for Melaleuca, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Melaleuca, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.
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 | $237K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $70K | — |
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 | |||||
|---|---|---|---|---|---|---|
| SCHWAB IDX RET 2035 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 016 | Common Collective Trust | — | — | $15.7M | 11.2% | |
| SCHWAB IDX RET 2045 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 018 | Common Collective Trust | — | — | $15.0M | 10.7% | |
| SCHWAB IDX RET 2040 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 017 | Common Collective Trust | — | — | $13.5M | 9.7% | |
| SCHWAB IDX RET 2050 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 019 | Common Collective Trust | — | — | $11.9M | 8.5% | |
| PGIM J GROWTH R6 Registered Investment Company | Common Stocks | — | — | $11.3M | 8.1% | |
| FID 500 INDEX Registered Investment Company | Common Collective Trusts | — | — | $11.1M | 7.9% | |
| SCHWAB IDX RET 2030 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 015 | Common Collective Trust | — | — | $10.3M | 7.4% | |
| SCHWAB IDX RET 2025 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 014 | Common Collective Trust | — | — | $6.7M | 4.8% | |
| SCHWAB IDX RET 2055 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 021 | Common Collective Trust | — | — | $4.8M | 3.4% | |
| SCHWAB IDX RET 2060 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 023 | Common Collective Trust | — | — | $4.3M | 3.0% | |
| AF EUROPACIFIC GROWTH R6 Registered Investment Company | Common Stocks | — | — | $4.2M | 3.0% | |
| VANGUARD EQUITY INC ADM Registered Investment Company | Mutual Funds | — | — | $4.1M | 2.9% | |
| PUTNAM STABLE VALUE PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.0M | 2.9% | |
| PARTICIPANT LOANS 4.25% -9.50% - | Bonds / Notes | — | — | $3.1M | 2.2% | |
| SCHWAB IDX RET 2020 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 013 | Common Collective Trust | — | — | $2.7M | 1.9% | |
| FID EXTD MKT IDX Registered Investment Company | Common Collective Trusts | — | — | $2.6M | 1.9% | |
| SCHWAB IDX RET 2015 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 012 | Common Collective Trust | — | — | $1.8M | 1.3% | |
| FID SMALL CAP VALUE Registered Investment Company | Mutual Funds | — | — | $1.8M | 1.3% | |
| PIMCO INCOME INST Registered Investment Company | Mutual Funds | — | — | $1.7M | 1.2% | |
| J H TRITON N Registered Investment Company | Common Stocks | — | — | $1.5M | 1.1% | |
| MFS MIDCAP VALUE R6 Registered Investment Company | Mutual Funds | — | — | $1.5M | 1.1% | |
| SCHWAB IDX RET 2065 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 024 | Common Collective Trust | — | — | $1.4M | 1.0% | |
| MM SEL MIDCAP GROWTH I Registered Investment Company | Common Stocks | — | — | $1.3M | 0.9% | |
| PIM STKPLUS SM IS Registered Investment Company | Common Stocks | — | — | $818K | 0.6% | |
| FID US BOND IDX Registered Investment Company | Common Collective Trusts | — | — | $560K | 0.4% | |
| PGIM TOTAL RETURN BD R6 Registered Investment Company | Common Stocks | — | — | $446K | 0.3% | |
| PIM STKPLS ABS RTN I Registered Investment Company | Structured Credit (CLO/ABS) | — | — | $435K | 0.3% | |
| FID INTL INDEX Registered Investment Company | Mutual Funds | — | — | $343K | 0.2% | |
| GS INTL SM CAP INS R6 Registered Investment Company | Common Stocks | — | — | $200K | 0.1% | |
| SCHWAB IDX RET 2010 SCHWAB ASSET MANAGEMENT · EIN 81-0625169 / PN 011 | Common Collective Trust | — | — | $200K | 0.1% | |
| PIM SP INTL UNHD IS Registered Investment Company | Common Stocks | — | — | $72K | <0.1% | |
| FID GOVT MMKT Cash | Mutual Funds | — | — | $35K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
