How big is R.K. Miles, Inc.'s plan?

R.K. Miles, Inc.'s plan reported $27.2M in assets and 256 participants for 2024.

Original filing (PDF)20250723152659NAL0010868274001

R.K. Miles, Inc.

Name: R.K. Miles, Inc. — R.K. Miles, Inc. Retirement Plan, Form 5500 (2024)
Creator: R.K. Miles, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

R.K. Miles, Inc. Retirement Plan

401(k) retirement plan · R.K. Miles, Inc.'s R.K. Miles, Inc. Retirement Plan held $27.2M in plan assets for 256 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Active participants

256

Accounts w/ balance

373

Plan assets (EOY)

$27.2M

Net assets (EOY)

$27.2M

Plan identifiers

R.K. Miles, Inc.'s EIN is 03-0141661.

EIN 03-0141661

Plan number 001

Plan year 2024

ACK ID 20250723152659NAL0010868274001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for R.K. Miles, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

R.K. Miles, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

R.K. MILES, INC.

EIN

all filings

Address

618 DEPOT STREET · MANCHESTER CENTER, VT · 05255

Phone

(802) 549-5678

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$40K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MORGAN STANLEY SMITH BARNEY HOLDING	26-4310632	—	—	$65K	—

Investments

36 direct securities· $26.5M(97% of reported assets)

Mutual Funds

$25.1M

24 holdings

Cash / Money Market

$579K

1 holding

Common Collective Trusts

$479K

3 holdings

Other securities

$275K

6 holdings

Bonds / Notes

$29K

1 holding

U.S. Treasuries

$11K

1 holding

					% of plan
TIAA-CREF Lifecycle Index 2030 Fund Inst Mutual fund	Mutual Funds	—	—	$6.5M	24.0%
TIAA-CREF Lifecycle Index 2035 Fund Inst Mutual fund	Mutual Funds	—	—	$5.0M	18.5%
TIAA-CREF Lifecycle Index 2025 Fund Inst Mutual fund	Mutual Funds	—	—	$3.6M	13.4%
TIAA-CREF Lifecycle Index 2040 Fund Inst Mutual fund	Mutual Funds	—	—	$3.0M	10.9%
Nuveen Lifecycle Index 2045 Mutual fund	Mutual Funds	—	—	$2.2M	8.0%
TIAA-CREF Lifecycle Index 2020 Fund Inst Mutual fund	Mutual Funds	—	—	$1.5M	5.6%
TIAA-CREF Lifecycle Index 2050 Fund Inst Mutual fund	Mutual Funds	—	—	$1.3M	4.9%
TIAA-CREF Lifecycle Index 2055 Fund Inst Mutual fund	Mutual Funds	—	—	$730K	2.7%
TIAA-CREF Lifecycle Index 2060 Fund Inst Mutual fund	Mutual Funds	—	—	$587K	2.2%
Cash 437 * The Standard Stable Asset Fund A Guaranteed contract	Cash / Money Market	—	—	$579K	2.1%
Fidelity 500 Index Fund Mutual fund	Common Collective Trusts	—	—	$288K	1.1%
Vanguard Utilities Index Adm Mutual fund	Mutual Funds	—	—	$196K	0.7%
Fidelity Inter Index Fund Mutual fund	Common Collective Trusts	—	—	$177K	0.7%
Columbia Glbl Tech Growth Instl Mutual fund	Other securities	—	—	$144K	0.5%
MFS Massachusetts Investors Gr Stk R5 Mutual fund	Mutual Funds	—	—	$93K	0.3%
Vanguard Equity Income Fund Adm Mutual fund	Mutual Funds	—	—	$72K	0.3%
Voya Intermediate Bond R6 Mutual fund	Other securities	—	—	$68K	0.2%
American Funds New Perspective R6 Mutual fund	Mutual Funds	—	—	$45K	0.2%
TIAA-CREF Lifecycle Index 2015 Fund Inst Mutual fund	Mutual Funds	—	—	$44K	0.2%
American Balanced Fund R6 Mutual fund	Other securities	—	—	$37K	0.1%
Fidelity Mid Cap Index Fd Mutual fund	Mutual Funds	—	—	$35K	0.1%
Participant loans 4.25-9.50% -	Bonds / Notes	—	—	$29K	0.1%
Vanguard Real Estate Index Adm Mutual fund	Mutual Funds	—	—	$24K	<0.1%
Fidelity Small Cap Index Fd Instl Premium Cl Mutual fund	Mutual Funds	—	—	$21K	<0.1%
Vanguard Sm Cap Index Fund Adm Mutual fund	Common Collective Trusts	—	—	$14K	<0.1%
Goldman Sachs Partners Intl Mutual fund	Other securities	—	—	$12K	<0.1%
Fidelity U.S. Bond Index Mutual fund	Mutual Funds	—	—	$11K	<0.1%
DFA Inflation Prot Secs Mutual fund	Mutual Funds	—	—	$11K	<0.1%
Pimco Int Bond USD Hedged Inst Mutual fund	U.S. Treasuries	—	—	$11K	<0.1%
Pimco Income Fund Inst Mutual fund	Mutual Funds	—	—	$11K	<0.1%
Virtus Kar Mid-Cap R6 Mutual fund	Other securities	—	—	$10K	<0.1%
Invesco Small Cap Value Mutual fund	Mutual Funds	—	—	$10K	<0.1%
Mass Mutual Prem High Yield I Mutual fund	Other securities	—	—	$4K	<0.1%
Vanguard Financials Index Adm Mutual fund	Mutual Funds	—	—	$4K	<0.1%
DFA Emerging Markets Core Equity Portfolio Mutual fund	Mutual Funds	—	—	$1K	<0.1%
TIAA-CREF Lifecycle Index Retirement Income Fund Instl Mutual fund	Mutual Funds	—	—	$1K	<0.1%