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Original filing (PDF)20250711052744NAL0007076369001
MILTONS DISTRIBUTING CO., INC.
Form 5500
FILING_RECEIVED
MILTON'S DISTRIBUTING CO., INC. 401(K) PLAN
401(k) retirement plan
Active participants
128
Accounts w/ balance
176
Plan assets (EOY)
$11.9M
Net assets (EOY)
$11.9M
How this plan invests
This plan
1 pooled trust
Schedule D
36 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 47 bps in Schedule C fees — 61% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILTONS DISTRIBUTING CO., INC..
Plan sponsor
Name
MILTONS DISTRIBUTING CO., INC.
EIN
04-2637325
Address
305 FORBES BLVD · MANSFIELD, MA · 02048
Phone
(508) 261-8751
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-11
Pension benefit codes
2E · Profit-sharing
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
ERNEST LOEWENWARTER & CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKLAND TRUST CO. | 04-1782600 | — | INVESTMENT/FINANCIAL ADVI | $26K | — |
Investments
33 direct securities · 1 pooled fund· $11.8M(98% 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.
Registered Investment Companies
$11.6M
30 holdings
Common Collective Trust
$187K
1 holding
Uncategorized
$8K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID FREE INDX 2035 IP | Registered Investment Companies | — | — | $1.7M | 14.4% | |
| FID FREE INDX 2025 IP | Registered Investment Companies | — | — | $1.4M | 11.3% | |
| FID FREE INDX 2055 IP | Registered Investment Companies | — | — | $1.2M | 10.3% | |
| FID 500 IND | Registered Investment Companies | — | — | $1.2M | 10.1% | |
| ALLSPRING CORE PLUS BOND R6 58 REGISTERED INVESTMENT COMPANY FID FREE INDX 2030 IP | Registered Investment Companies | — | — | $848K | 7.1% | |
| FID FREE INDX 2015 IP | Registered Investment Companies | — | — | $651K | 5.4% | |
| FID FREE INDX 2040 IP | Registered Investment Companies | — | — | $647K | 5.4% | |
| JPMORGAN LARGE CAP GROWTH R6 | Registered Investment Companies | — | — | $636K | 5.3% | |
| FIDELITY ADVISOR TECHNOLOGY Z | Registered Investment Companies | — | — | $480K | 4.0% | |
| FID FREE INDX INCOME IP 578 REGISTERED INVESTMENT COMPANY VIRTUS SMALL CAP CORE R6 | Registered Investment Companies | — | — | $350K | 2.9% | |
| FID FREE INDX 2020 IP | Registered Investment Companies | — | — | $348K | 2.9% | |
| FID FREE INDX 2045 IP | Registered Investment Companies | — | — | $335K | 2.8% | |
| FID FREE INDX 2060 IP | Registered Investment Companies | — | — | $279K | 2.3% | |
| FID FREE INDX 2050 IP | Registered Investment Companies | — | — | $265K | 2.2% | |
| FIDELITY ADVISOR HEALTH CARE Z | Registered Investment Companies | — | — | $194K | 1.6% | |
| PUTNAM STABLE VALUE 25 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $187K | 1.6% | |
| FIDELITY ADVISOR STRAT INC I | Registered Investment Companies | — | — | $159K | 1.3% | |
| FID FREEDOM IND2010 INSTL PREM 288 REGISTERED INVESTMENT COMPANY AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $104K | 0.9% | |
| FID FREE INDEX 2065 IP | Registered Investment Companies | — | — | $91K | 0.8% | |
| JANUS HENDERSON BALANCED - T | Registered Investment Companies | — | — | $84K | 0.7% | |
| FID MID CAP INDEX | Registered Investment Companies | — | — | $80K | 0.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $76K | 0.6% | |
| FIDELITY GOVERNMENT MONEY MRKT | Registered Investment Companies | — | — | $71K | 0.6% | |
| DFA US SMALL CAP GROWTH INST | Registered Investment Companies | — | — | $71K | 0.6% | |
| FID INTERNATIONAL INDEX | Registered Investment Companies | — | — | $65K | 0.5% | |
| FIDELITY ADV SMALL CAP VAL Z | Registered Investment Companies | — | — | $57K | 0.5% | |
| FIDELITY ADV GOVT INCOME I | Registered Investment Companies | — | — | $47K | 0.4% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $46K | 0.4% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $35K | 0.3% | |
| FID SMALL CAP INDEX | Registered Investment Companies | — | — | $22K | 0.2% | |
| FID INFL-P BD IDX | Registered Investment Companies | — | — | $4K | <0.1% | |
| (1) X This form is filed for a CCT, PSA, or MTIA. | — | — | — | $3K | <0.1% | |
| (1) X DOL Regulation 2520.103-8 (2) X DOL Regulation 2520.103-12(d) (3) X neither DOL Regulation 2520.103-8 nor DOL Regulation 2520.103-12(d). | — | — | $3K | $3K | <0.1% | |
| Yes No Amount a | — | — | — | $3K | <0.1% |
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