Teresa Graceffa signed Southworth-Milton Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Southworth-Milton Inc.'s EIN is 02-0258444.
Download the official 2024 Form 5500 (PDF) for Southworth-Milton Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Southworth-Milton Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $106K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
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 | |||||
|---|---|---|---|---|---|---|
| [Assets held in registered investment companies (mutual funds)] | Other | — | — | $24.7M | 15.8% | |
| BAIRD MID CAP INST | Other securities | — | $14.4M | $14.4M | 9.2% | |
| TRP BLUE CHIP GRTH I | Other securities | — | $12.4M | $12.4M | 7.9% | |
| MFS VALUE R6 | Mutual Funds | — | $7.4M | $9.9M | 6.3% | |
| FID INVST GR BD | Mutual Funds | — | $2.8M | $9.4M | 6.0% | |
| FID DIVERSFD INTL K6 | Mutual Funds | — | $998K | $9.0M | 5.7% | |
| METWEST TOT RTN BD P | Other securities | — | $8.6M | $8.8M | 5.6% | |
| MIP CL 2 | Other securities | — | — | $8.3M | 5.3% | |
| FID TOTAL INTL IDX | Common Collective Trusts | — | $3.6M | $6.9M | 4.4% | |
| FID FREEDOM 2070 K6 | Mutual Funds | — | — | $6.9M | 4.4% | |
| INVS MS SMALL CAP R6 | Other securities | — | $5.2M | $6.7M | 4.3% | |
| MIP CL 2 FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 024 | Common Collective Trust | — | — | $6.3M | 4.0% | |
| FID GOVT MMKT K6 | Mutual Funds | — | — | $5.4M | 3.5% | |
| FID US BOND IDX | Common Collective Trusts | — | $3.1M | $5.1M | 3.2% | |
| FID FREEDOM 2065 K6 | Mutual Funds | — | — | $3.6M | 2.3% | |
| COL ACORN INTL I | Other securities | — | $2.7M | $2.2M | 1.4% | |
| FID EXTD MKT IDX | Common Collective Trusts | — | $5.4M | $2.0M | 1.3% | |
| FID 500 INDEX | Common Collective Trusts | — | $8.3M | $1.2M | 0.8% | |
| OUTSTANDING PARTICIPANT LOAN BALANCE | Participant loans | — | — | $1.2M | 0.8% | |
| FID VALUE K | Mutual Funds | — | $4.2M | $1.2M | 0.7% | |
| FID FREEDOM 2060 K6 | Mutual Funds | — | — | $998K | 0.6% | |
| FID FREEDOM 2050 K6 | Mutual Funds | — | — | $920K | 0.6% | |
| FID FREEDOM 2015 K6 | Mutual Funds | — | $10K | $892K | 0.6% | |
| FID FREEDOM 2055 K6 | Mutual Funds | — | — | $763K | 0.5% | |
| FID LOW-PRICED ST K6 | Mutual Funds | — | $920K | $763K | 0.5% | |
| FID FREEDOM 2045 K6 | Mutual Funds | — | $170K | $550K | 0.4% | |
| FID FREEDOM 2040 K6 | Mutual Funds | — | — | $170K | 0.1% | |
| FID FREEDOM 2025 K6 | Mutual Funds | — | — | $20K | <0.1% | |
| FID FREEDOM 2030 K6 | Mutual Funds | — | — | $10K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
