Kathy Axelrod signed Merle Norman Cosmetics, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Merle Norman Cosmetics, Inc.'s EIN is 95-2948991.
Download the official 2024 Form 5500 (PDF) for Merle Norman Cosmetics, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Merle Norman Cosmetics, Inc.'s plan includes a defined-benefit pension formula, a cash-balance formula.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INS. CO, OF AMERICA | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLS FARGO ADVISORS LLC | — | CHARLOTTE, NC | INVESTMENT ADVISOR | $37K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| [Assets held in pooled separate account] | Other | — | — | $18.8M | 100.0% | |
| JPMORGAN CORE BOND R5 JPMORGAN · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $9.4M | 50.0% | |
| INVESCO CORE BOND Y INVESCO · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $9.4M | 50.0% | |
| MASS MUTUAL DIVERSIFIED VALUE R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| WELLS FARGO SPEC MIDCAP VAL ADMIN ALLSPRING GLOBAL INVESTMENTS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| VANGUARD 500 INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| JPMORGAN LARGE CAP GROWTH R4 JPMORGAN · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| COLUMBIA SMALL CAP INDEX A COLUMBIA THREADNEEDLE · EIN 90-0342299 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL MID CAP GROWTH R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% | |
| MASSMUTUAL OVERSEAS R4 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
