Todd KOHN signed Miltons Distributing Co., Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miltons Distributing Co., Inc.'s EIN is 04-2637325.
Download the official 2024 Form 5500 (PDF) for Miltons Distributing Co., Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miltons Distributing Co., Inc.'s plan includes profit-sharing, 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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $29K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ROCKLAND TRUST CO. | 04-1782600 | — | INVESTMENT/FINANCIAL ADVI |
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 | |||||
|---|---|---|---|---|---|---|
| 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. | Pooled Separate Accounts | — | — | $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). | Other securities | — | $3K | $3K | <0.1% | |
| Yes No Amount a | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $26K |
| — |
