TAI Davis-Kleppinger signed Miele, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miele, Inc.'s EIN is 13-3172349.
Download the official 2024 Form 5500 (PDF) for Miele, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miele, 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 | $82K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT ADVISOR |
| $54K |
| — |
