Suzanne Onyskow signed Milford Consultants Ltd.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milford Consultants Ltd.'s EIN is 01-0789442.
Download the official 2024 Form 5500 (PDF) for Milford Consultants Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milford Consultants Ltd.'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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC | 13-2638166 | — | ADVISOR | $36K | — |
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 | |||||
|---|---|---|---|---|---|---|
| DWS Rreef Real Estate Securities Mutual Fund | Other securities | — | $1.8M | $2.0M | 9.8% | |
| MFS International Diversification Fund Class R6 Mutual Fund | Mutual Funds | — | $1.9M | $2.0M | 9.4% | |
| BlackRock Strategic Income Opp Class K Mutual Fund | Other securities | — | $1.9M | $1.9M | 9.3% | |
| Vanguard 500 Index Fund Admiral Shares Mutual Fund | Common Collective Trusts | — | $1.4M | $1.9M | 9.2% | |
| JPMorgan Large Cap Growth Fund Class R6 Mutual Fund | Other securities | — | $733K | $1.2M | 5.7% | |
| BNY Mellon Dynamic Value Fund Class I Mutual Fund | Other securities | — | $916K | $1.0M | 4.8% | |
| PIMCO Foreign Bond (USD-Hedged) l Mutual Fund | Mutual Funds | — | $933K | $973K | 4.7% | |
| American Funds New World Fund Class R-6 Mutual Fund | Mutual Funds | — | $731K | $791K | 3.8% | |
| BlackRock Inflation Protected Bond Fund Class K Mutual Fund | Other securities | — | $742K | $725K | 3.5% | |
| UM Behavioral Value Fund Class R6 Mutual Fund | Other securities | — | $498K | $551K | 2.7% | |
| MFS Mid Cap Value Fund Class R6 Mutual Fund | Mutual Funds | — | $503K | $538K | 2.6% | |
| Janus Henderson Enterprise Fund Class N Mutual Fund | Mutual Funds | — | $502K | $537K | 2.6% | |
| Vanguard Explorer Fund Admiral Shares Mutual Fund | Mutual Funds | — | $484K | $535K | 2.6% | |
| Participant Loans maturing 2025 to 2033 | Participant loans | — | — | $436K | 2.1% | |
| State Street Target Retirement Fund 2020 Class K Mutual Fund | Other securities | — | $7K | $7K | <0.1% | |
| State Street Target Retirement Fund 2045 Class K Mutual Fund | Other securities | — | $4K | $5K | <0.1% | |
| State Street Target Retirement Fund 2050 Class K Mutual Fund | Other securities | — | $3K | $3K | <0.1% | |
| State Street Target Retirement Fund 2040 Class K Mutual Fund | Other securities | — | $2K | $2K | <0.1% | |
| INVESCO STBL VAL III INVESCO TRUST COMPANY · EIN 84-1142974 / PN 001 | Common Collective Trust | — | $2K | $2K | <0.1% | |
| Vanguard Mid-Cap Index Fund Admiral Shares Mutual Fund 402 * Fidelity Government Money Market Fund Class K6 Money Market Fund | Common Collective Trusts | — | $1K | $1K | <0.1% | |
| State Street Target Retirement Fund 2060 Class K Mutual Fund 982 | Other securities | — | — | $1K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
