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Original filing (PDF)20250923182655NAL0002701427001
SOUTHWORTH-MILTON INC
Form 5500
FILING_RECEIVED
MILTON CAT 401(K) PLAN
401(k) retirement plan
Active participants
1,381
Accounts w/ balance
1,732
Plan assets (EOY)
$156.8M
Net assets (EOY)
$156.8M
How this plan invests
This plan
1 pooled trust
Schedule D
32 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUTHWORTH-MILTON INC.
Plan sponsor
Name
SOUTHWORTH-MILTON INC
EIN
02-0258444
Address
100 QUARRY DRIVE · MILFORD, MA · 01757
Phone
(508) 634-3400
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
008
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-23
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
AMBROSI DONAHUE CONGDON & CO., P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $106K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $65K | — |
Investments
27 direct securities · 1 pooled fund· $125.9M(80% of reported assets)
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.
Uncategorized
$119.6M
27 holdings
Common Collective Trust
$6.3M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| BAIRD MID CAP INST | — | — | $14.4M | $14.4M | 9.2% | |
| TRP BLUE CHIP GRTH I | — | — | $12.4M | $12.4M | 7.9% | |
| MFS VALUE R6 | — | — | $7.4M | $9.9M | 6.3% | |
| FID INVST GR BD | — | — | $2.8M | $9.4M | 6.0% | |
| FID FREEDOM INC K6 | — | — | $998K | $9.0M | 5.7% | |
| METWEST TOT RTN BD P | — | — | $8.6M | $8.8M | 5.6% | |
| MIP CL 2 | — | — | — | $8.3M | 5.3% | |
| FID TOTAL INTL IDX | — | — | $3.6M | $6.9M | 4.4% | |
| FID FREEDOM 2070 K6 | — | — | — | $6.9M | 4.4% | |
| INVS MS SMALL CAP R6 | — | — | $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 | — | — | — | $5.4M | 3.5% | |
| FID US BOND IDX | — | — | $3.1M | $5.1M | 3.2% | |
| FID FREEDOM 2065 K6 | — | — | — | $3.6M | 2.3% | |
| COL ACORN INTL I | — | — | $2.7M | $2.2M | 1.4% | |
| FID GROWTH CO K6 | — | — | $5.4M | $2.0M | 1.3% | |
| OUTSTANDING PARTICIPANT LOAN BALANCE | — | — | — | $1.2M | 0.8% | |
| FID 500 INDEX | — | — | $8.3M | $1.2M | 0.8% | |
| FID VALUE K | — | — | $4.2M | $1.2M | 0.7% | |
| FID FREEDOM 2060 K6 | — | — | — | $998K | 0.6% | |
| FID FREEDOM 2050 K6 | — | — | — | $920K | 0.6% | |
| FID FREEDOM 2035 K6 | — | — | $10K | $892K | 0.6% | |
| FID FREEDOM 2055 K6 | — | — | — | $763K | 0.5% | |
| FID LOW-PRICED ST K6 | — | — | $920K | $763K | 0.5% | |
| FID FREEDOM 2045 K6 | — | — | $170K | $550K | 0.4% | |
| FID FREEDOM 2040 K6 | — | — | — | $170K | 0.1% | |
| FID FREEDOM 2025 K6 | — | — | — | $20K | <0.1% | |
| FID FREEDOM 2030 K6 | — | — | — | $10K | <0.1% |
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