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Original filing (PDF)20251011060529NAL0004637427001
MIELE, INC.
Form 5500
FILING_RECEIVED
MIELE, INC. 401(K) PLAN
401(k) retirement plan
Active participants
389
Accounts w/ balance
583
Plan assets (EOY)
$52.7M
Net assets (EOY)
$52.7M
How this plan invests
This plan
1 pooled trust
Schedule D
33 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
- 26 bps in Schedule C fees — 61% above peer band of 16 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIELE, INC..
Plan sponsor
Name
MIELE, INC.
EIN
13-3172349
Address
9 INDEPENDENCE WAY · PRINCETON, NJ · 08540
Phone
(609) 375-3039
Industry
Wholesale Tradesee all
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
2025-10-11
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)
Audit & trust (Schedule H)
Auditor
WITHUM SMITH & BROWN
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 | $82K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — | INVESTMENT ADVISOR | $54K | — |
Investments
32 direct securities · 1 pooled fund· $51.9M(99% 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
$47.6M
32 holdings
Common Collective Trust
$4.4M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $6.3M | 11.9% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $4.4M | 8.4% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $4.4M | 8.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $3.2M | 6.1% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $3.1M | 6.0% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $2.9M | 5.5% | |
| HARBOR CAP APPRECIATION RETIRE | Registered Investment Companies | — | — | $2.5M | 4.8% | |
| HTFD BALANCED INCOME R6 | Registered Investment Companies | — | — | $2.4M | 4.6% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.9M | 3.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 3.4% | |
| WASATCH CORE GROWTH INST | Registered Investment Companies | — | — | $1.8M | 3.4% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.7M | 3.3% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $1.7M | 3.2% | |
| JPM CORE BOND R6 | Registered Investment Companies | — | — | $1.4M | 2.6% | |
| PRINCIPAL MID CAP FUND R6 | Registered Investment Companies | — | — | $1.4M | 2.6% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| VANGUARD TOT INTL STK IND ADM | Registered Investment Companies | — | — | $1.2M | 2.3% | |
| AMERICAN FUNDS CAP INC BLDR R6 | Registered Investment Companies | — | — | $1.2M | 2.2% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $1.2M | 2.2% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $1.0M | 1.9% | |
| ALLSPRING SPECIAL MC VAL R6 | Registered Investment Companies | — | — | $924K | 1.8% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $867K | 1.6% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $716K | 1.4% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $657K | 1.2% | |
| AMERFUNDS 2015 TARG DATERET R6 | Registered Investment Companies | — | — | $525K | 1.0% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $391K | 0.7% | |
| AMERICAN FUNDS INT GR & INC R6 | Registered Investment Companies | — | — | $362K | 0.7% | |
| DWS RREEF REAL EST SEC R6 | Registered Investment Companies | — | — | $289K | 0.5% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $196K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $196K | 0.4% | |
| PIM GLOB BD OPP USDHDG - INST | Registered Investment Companies | — | — | $38K | <0.1% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $12K | <0.1% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $7K | <0.1% |