Brian Lohan signed Mlmic Services, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mlmic Services, Inc.'s EIN is 13-5471800.
Download the official 2024 Form 5500 (PDF) for Mlmic Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mlmic Services, Inc.'s plan includes profit-sharing, a 401(k) feature, automatic enrollment, a default investment (QDIA), ERISA 404(c) participant direction, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $21K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIC ADVISORS, INC. | 04-2654524 | — | ADVISOR | $71K | — |
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 | |||||
|---|---|---|---|---|---|---|
| S * FID 500 Index | Mutual Funds | — | $234K | $47.7M | 25.6% | |
| GUARANTEED INVESTMENT OPTION * Fidelity Blended Stable Value Fund | Stable Value | — | — | $22.8M | 12.2% | |
| FID Blue Chip Growth K6 | Mutual Funds | — | $584K | $21.5M | 11.5% | |
| AF Balanced R6 | Other securities | — | $366K | $12.6M | 6.7% | |
| FID Sm Cap Idx | Common Collective Trusts | — | $439K | $12.2M | 6.5% | |
| MFS Value R6 | Mutual Funds | — | $190K | $9.2M | 4.9% | |
| FID Total Bond K6 | Mutual Funds | — | $1.0M | $8.9M | 4.7% | |
| AS Spl Mid Cap Val R6 | Other securities | — | $157K | $7.5M | 4.0% | |
| MFS Mid Cap Growth R6 | Mutual Funds | — | $207K | $6.5M | 3.5% | |
| SELF DIRECTED BROKERAGE ACCOUNTS * Fidelity Brokerage Link | Self-Directed Brokerage | — | — | $4.7M | 2.5% | |
| MFS Intl Divrsn R6 | Mutual Funds | — | $203K | $4.6M | 2.5% | |
| FID US Bond Idx | Common Collective Trusts | — | $438K | $4.5M | 2.4% | |
| FID Global Ex US Idx | Common Collective Trusts | — | $250K | $3.6M | 1.9% | |
| GQG Emerging Mkts Eq R6 | Other securities | — | $194K | $3.2M | 1.7% | |
| GS STABLE VALUE PR 1 GOLDMAN SACHS TRUST COMPANY NA · EIN 13-4166989 / PN 025 | Common Collective Trust | — | — | $2.9M | 1.5% | |
| FID Freedom Bld 2040 K6 | Mutual Funds | — | $226K | $2.8M | 1.5% | |
| FID Freedom Bld 2035 K6 | Mutual Funds | — | $231K | $2.7M | 1.5% | |
| FID Freedom Bld 2030 K6 | Mutual Funds | — | $211K | $2.4M | 1.3% | |
| PGIM High Yield R6 | Other securities | — | $373K | $1.8M | 1.0% | |
| PIM Real Return Inst | Other securities | — | $75K | $750K | 0.4% | |
| C&S Real Estate Z | Other securities | — | $43K | $747K | 0.4% | |
| FID Freedom Bld 2025 K6 | Mutual Funds | — | $50K | $552K | 0.3% | |
| FID Mid Cap Idx | Common Collective Trusts | — | $14K | $487K | 0.3% | |
| FID Freedom Bld 2020 K6 | Mutual Funds | — | $33K | $350K | 0.2% | |
| FID Freedom Bld 2055 K6 | Mutual Funds | — | $19K | $241K | 0.1% | |
| FID Freedom Bld 2050 K6 | Mutual Funds | — | $14K | $172K | <0.1% | |
| FID Freedom Bld 2015 K6 | Mutual Funds | — | $8K | $81K | <0.1% | |
| FID Freedom Bld 2045 K6 | Mutual Funds | — | $5K | $62K | <0.1% | |
| MONEY MARKET FUND * Fidelity Government Money Market Fund | Mutual Funds | — | — | $32K | <0.1% | |
| FID Freedom Bld 2065 K6 | Mutual Funds | — | $2K | $23K | <0.1% | |
| FID Freedom Bld Inc K6 | Mutual Funds | — | $2K | $15K | <0.1% | |
| FID Freedom Bld 2060 K6 | Mutual Funds | — | $1K | $14K | <0.1% | |
| FID Freedom Bld 2010 K6 | Mutual Funds | — | $1K | $14K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY HEALTH INSURANCE SERVICES | 47-2554588 | — | CONTRACT ADMIN | $0 | — |
