Cynthia Martinica signed Meruelo Group LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Meruelo Group LLC's EIN is 90-1017707.
Download the official 2024 Form 5500 (PDF) for Meruelo Group LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Meruelo Group LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $118K | — |
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $8K | — |
| Name | EIN | Location |
|---|
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Relation |
|---|
| Direct comp |
|---|
| Indirect comp |
|---|
| CAPITAL SYNERGY PARTNERS | — | NEWPORT BEACH, CA | BROKER/ADVISER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAKER TILLY US LLP | — | MADISON, WI | AUDITOR | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MARILYN RYDING | — | LA QUINTA, CA | OTHER | $64K | — |
| THE RETIREMENT COMPANY INC DBA THE | — | WESTLAKE VILLAGE, CA | CONSULTING | $12K | — |
| ALLIANT INSURANCE SERVICES INC | — | NEW YORK, NY | OTHER | $494 | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| T ROWE PRICE RET BLEND SEL TR 2025 GREAT GRAY · EIN 38-7271343 / PN 737 | Common Collective Trust | — | — | $15.1M | 12.1% | |
| T ROWE PRICE RET BLEND SEL TR 2035 GREAT GRAY · EIN 38-7271345 / PN 739 | Common Collective Trust | — | — | $14.9M | 11.9% | |
| T ROWE PRICE RET BLEND SEL TR 2030 GREAT GRAY · EIN 38-7271344 / PN 738 | Common Collective Trust | — | — | $13.2M | 10.6% | |
| Fully Benefit-Responsive Investment Contract * SAGIC Diversified Bond II Guaranteed Interest Contract N/R | Other securities | — | — | $10.0M | 8.1% | |
| T ROWE PRICE RET BLEND TR 2040 GREAT GRAY · EIN 38-7271346 / PN 740 | Common Collective Trust | — | — | $9.5M | 7.6% | |
| T ROWE PRICE RET BLEND SEL TR 2045 GREAT GRAY · EIN 38-7271347 / PN 741 | Common Collective Trust | — | — | $8.0M | 6.5% | |
| T ROWE PRICE RET BLEND SEL TR 2050 GREAT GRAY · EIN 38-7271348 / PN 742 | Common Collective Trust | — | — | $7.5M | 6.0% | |
| BlackRock iShares S&P 500 Index K N/R | Mutual Funds | — | — | $7.2M | 5.8% | |
| T ROWE PRICE RET BLEND SEL TR 2020 GREAT GRAY · EIN 38-7271342 / PN 736 | Common Collective Trust | — | — | $6.6M | 5.3% | |
| T ROWE PRICE RET BLEND SEL TR 2055 GREAT GRAY · EIN 38-7271349 / PN 743 | Common Collective Trust | — | — | $5.0M | 4.0% | |
| Vanguard Growth Index Admiral N/R | Mutual Funds | — | — | $4.3M | 3.5% | |
| T ROWE PRICE RET BLEND SEL TR 2060 GREAT GRAY · EIN 38-7271350 / PN 744 | Common Collective Trust | — | — | $3.8M | 3.1% | |
| T ROWE PRICE RET BLEND SEL TR 2015 GREAT GRAY · EIN 38-7271341 / PN 735 | Common Collective Trust | — | — | $2.6M | 2.1% | |
| Participant Loans * Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $2.4M | 1.9% | |
| Vanguard Total Intl Stock Index Admiral N/R | Mutual Funds | — | — | $1.3M | 1.0% | |
| Vanguard Value Index Admiral N/R | Mutual Funds | — | — | $1.2M | 1.0% | |
| Vanguard Total Bond Market Index Admiral N/R | Mutual Funds | — | — | $1.1M | 0.9% | |
| JP Morgan JPMorgan US Equity R6 N/R | Other securities | — | — | $998K | 0.8% | |
| T ROWE PRICE BLUE CHIP GROWTH FUND JET BLUE · EIN 06-1050034 / PN 864 | Pooled Separate Account | — | — | $930K | 0.7% | |
| T ROWE PRICE RET BLEND SEL TR 2010 GREAT GRAY · EIN 38-7264570 / PN 734 | Common Collective Trust | — | — | $927K | 0.7% | |
| Vanguard Small-Cap Index Admiral N/R | Mutual Funds | — | — | $700K | 0.6% | |
| Vanguard Mid-Cap Value Index Admiral N/R | Mutual Funds | — | — | $508K | 0.4% | |
| Vanguard Mid-Cap Growth Index Admiral N/R | Mutual Funds | — | — | $487K | 0.4% | |
| American Funds American Funds Washington Mutual R6 N/R | Mutual Funds | — | — | $393K | 0.3% | |
| Fidelity Inflation Protected Bond Index N/R | Mutual Funds | — | — | $385K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral N/R | Common Collective Trusts | — | — | $374K | 0.3% | |
| Vanguard Small-Cap Value Index Admiral N/R | Mutual Funds | — | — | $372K | 0.3% | |
| DFA Global DFA Global Real Estate Securities N/R | Mutual Funds | — | — | $322K | 0.3% | |
| T ROWE PRICE RET BLEND SEL TR 2005 GREAT GRAY · EIN 38-7264569 / PN 733 | Common Collective Trust | — | — | $282K | 0.2% | |
| American Funds American Funds New World R6 N/R | Mutual Funds | — | — | $271K | 0.2% | |
| Hartford Schroders International Stock N/R | Other securities | — | — | $269K | 0.2% | |
| Vanguard Balanced Index Admiral N/R | Mutual Funds | — | — | $267K | 0.2% | |
| MassMutual Small-Cap Opportunity N/R | Other securities | — | — | $265K | 0.2% | |
| Vanguard Lifestrategy Conservative Growth Inv N/R | Mutual Funds | — | — | $251K | 0.2% | |
| PGIM High-Yield R6 N/R | Other securities | — | — | $245K | 0.2% | |
| Thornburg Strategic Income R6 N/R | Other securities | — | — | $244K | 0.2% | |
| American Funds American Funds Bond Fund of America R6 N/R | Mutual Funds | — | — | $214K | 0.2% | |
| CAPITAL GROUP EUROPACIFIC GROWTH SA CAPITAL GROUP · EIN 95-6597294 / PN 661 | Pooled Separate Account | — | — | $208K | 0.2% | |
| Vanguard Small-Cap Growth Index Admiral N/R | Mutual Funds | — | — | $208K | 0.2% | |
| American Funds American Funds Capital World Bond R6 N/R | Mutual Funds | — | — | $198K | 0.2% | |
| Vanguard Lifestrategy Moderate Growth N/R | Mutual Funds | — | — | $197K | 0.2% | |
| MassMutual Mid-Cap Growth N/R | Other securities | — | — | $167K | 0.1% | |
| Vanguard Lifestrategy Growth Inv N/R | Mutual Funds | — | — | $151K | 0.1% | |
| American Funds American Funds Preservation Port R6 N/R | Mutual Funds | — | — | $136K | 0.1% | |
| American Funds American Funds Small-Cap World R6 N/R | Mutual Funds | — | — | $118K | <0.1% | |
| MFS Mid-Cap Value R6 N/R | Mutual Funds | — | — | $113K | <0.1% | |
| JP Morgan JPMorgan Small-Cap Growth R6 N/R | Other securities | — | — | $112K | <0.1% | |
| Invesco Main Street Mid-Cap R6 N/R | Mutual Funds | — | — | $96K | <0.1% | |
| T ROWE PRICE RET BLEND SEL TR 2065 GREAT GRAY · EIN 38-7271351 / PN 745 | Common Collective Trust | — | — | $82K | <0.1% | |
| MassMutual US Government Money Market Fund N/R | Cash / Money Market | — | — | $80K | <0.1% |
