Benjamin Wheeler signed Myriad Genetics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Myriad Genetics, Inc.'s EIN is 87-0494517.
Download the official 2024 Form 5500 (PDF) for Myriad Genetics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Myriad Genetics, Inc.'s plan includes profit-sharing, 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 | -$196K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER | 13-5674085 | — | INVESTMENT ADVISOR | $96K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Advisor Blue Chip Growth Fund Registered Investment Company | Mutual Funds | — | — | $59.8M | 13.1% | |
| FID BLUE CHP GR CP A FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 142 | Common Collective Trust | — | — | $59.8M | 13.1% | |
| SP 500 INDEX PL CL C GEODE CAPITAL MANAGEMENT TRUST · EIN 82-6293122 / PN 001 | Common Collective Trust | — | — | $57.2M | 12.5% | |
| Fidelity Advisor Freedom 2040 Fund Registered Investment Company | Mutual Funds | — | — | $41.0M | 8.9% | |
| FID FRDM 2040 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 203 | Common Collective Trust | — | — | $41.0M | 8.9% | |
| Fidelity Advisor Freedom 2045 Fund Registered Investment Company | Mutual Funds | — | — | $33.3M | 7.3% | |
| FID FRDM 2045 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 204 | Common Collective Trust | — | — | $33.3M | 7.3% | |
| Fidelity Advisor Freedom 2050 Fund Registered Investment Company | Mutual Funds | — | — | $31.9M | 7.0% | |
| FID FRDM 2050 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 205 | Common Collective Trust | — | — | $31.9M | 7.0% | |
| Fidelity Advisor Freedom 2055 Fund Registered Investment Company | Mutual Funds | — | — | $26.7M | 5.8% | |
| FID FRDM 2055 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 206 | Common Collective Trust | — | — | $26.7M | 5.8% | |
| Fidelity Advisor Freedom 2035 Fund Registered Investment Company | Mutual Funds | — | — | $25.3M | 5.5% | |
| FID FRDM 2035 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 202 | Common Collective Trust | — | — | $25.3M | 5.5% | |
| Fidelity Advisor Freedom 2030 Fund Registered Investment Company | Mutual Funds | — | — | $19.3M | 4.2% | |
| FID FRDM 2030 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 201 | Common Collective Trust | — | — | $19.3M | 4.2% | |
| JPMorgan US Equity Fund Registered Investment Company | Common Stocks | — | — | $16.0M | 3.5% | |
| SP SMALL CP IND CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 009 | Common Collective Trust | — | — | $13.6M | 3.0% | |
| Fidelity Advisor Freedom 2060 Fund Registered Investment Company | Mutual Funds | — | — | $13.6M | 3.0% | |
| FID FRDM 2060 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 207 | Common Collective Trust | — | — | $13.6M | 3.0% | |
| MFS Value R6 Fund Registered Investment Company | Mutual Funds | — | — | $12.4M | 2.7% | |
| SP MID CAP IDX CL C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 013 | Common Collective Trust | — | — | $10.9M | 2.4% | |
| Fidelity Government Moneymarket Fund Registered Investment Company | Mutual Funds | — | — | $10.2M | 2.2% | |
| SP INTL INDEX C GEODE CAPITAL MANAGEMENT, LLC · EIN 82-6293122 / PN 011 | Common Collective Trust | — | — | $8.6M | 1.9% | |
| Neuberger Berman Genesis Fund Registered Investment Company | Common Stocks | — | — | $8.0M | 1.7% | |
| Prudential Jennison Mid Cap Growth Fund Registered Investment Company | Common Stocks | — | — | $7.8M | 1.7% | |
| Fidelity Advisor Freedom 2025 Fund Registered Investment Company | Mutual Funds | — | — | $7.5M | 1.6% | |
| FID FRDM 2025 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 200 | Common Collective Trust | — | — | $7.5M | 1.6% | |
| John Hancock Disciplined Value Mid Cap Fund Registered Investment Company | Common Stocks | — | — | $5.7M | 1.2% | |
| Goldman Sachs CQG International Opps Inv Fd Registered Investment Company | Common Stocks | — | — | $5.5M | 1.2% | |
| Vanguard Intermediate Bond Index Adm Fund Registered Investment Company | Mutual Funds | — | — | $5.2M | 1.1% | |
| PIMCO Total Return Fund Registered Investment Company | Mutual Funds | — | — | $5.0M | 1.1% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $4.5M | 1.0% | |
| Fidelity Advisor Managed Income Portfolio Fund Collective Trust | Common Collective Trusts | — | — | $4.5M | 1.0% | |
| Fidelity Advisor New Markets Inc Fund Registered Investment Company | Mutual Funds | — | — | $3.8M | 0.8% | |
| Notes receivable from participants Interest rates between 4.25% and 9.50% - | Bonds / Notes | — | — | $3.4M | 0.8% | |
| Investers Developing Markets Fund Registered Investment Company | Common Stocks | — | — | $3.4M | 0.7% | |
| Columbia Small Cap Value I 13 Fund Registered Investment Company | Common Stocks | — | — | $3.3M | 0.7% | |
| Fidelity Advisor Freedom 2065 Fund Registered Investment Company | Mutual Funds | — | — | $2.9M | 0.6% | |
| FID FRDM 2065 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 208 | Common Collective Trust | — | — | $2.9M | 0.6% | |
| PIMCO Income Institutional Fund Registered Investment Company | Mutual Funds | — | — | $2.8M | 0.6% | |
| Fidelity Advisor Freedom 2020 Fund Registered Investment Company | Mutual Funds | — | — | $2.6M | 0.6% | |
| FID FRDM 2020 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 199 | Common Collective Trust | — | — | $2.6M | 0.6% | |
| Fidelity Advisor Freedom Income Fund Registered Investment Company | Mutual Funds | — | — | $1.8M | 0.4% | |
| FID FRDM INC CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 195 | Common Collective Trust | — | — | $1.8M | 0.4% | |
| Fidelity Advisor Freedom 2010 Fund Registered Investment Company | Mutual Funds | — | — | $894K | 0.2% | |
| FID FRDM 2010 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 197 | Common Collective Trust | — | — | $894K | 0.2% | |
| Blackrock Strategic Global Bond Fund Registered Investment Company | Common Stocks | — | — | $573K | 0.1% | |
| FID FRDM 2015 CP D FIDELITY INSTITUTIONAL ASSET MANAGEMENT · EIN 20-4659714 / PN 198 | Common Collective Trust | — | — | $409K | <0.1% | |
| Fidelity Advisor Freedom 2015 Fund Registered Investment Company | Mutual Funds | — | — | $409K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| STRATEGIC ADVISORS, INC. |
| 04-2654524 |
| — |
| ADVISOR |
| $71K |
| — |
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $9K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SQUIRE & COMPANY, PC | 87-0343246 | — | ACCOUNTANT/AUDITOR | $21K | — |
