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Original filing (PDF)20251013125903NAL0002952402001
CJ MILLER, LLC
Form 5500
FILING_RECEIVED
CJ MILLER LLC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
323
Accounts w/ balance
204
Plan assets (EOY)
$16.9M
Net assets (EOY)
$16.9M
How this plan invests
This plan
19 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
100
Vendor stack
80
Participation health
80
Knocking points off
- No recordkeeper disclosed on Schedule C.
- 63% balance-to-active ratio — below typical for a healthy 401(k).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CJ MILLER, LLC.
Plan sponsor
Name
CJ MILLER, LLC
EIN
20-1201962
Address
3514 BASLER RD · HAMPSTEAD, MD · 210741216
Phone
(410) 239-8006
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
ELLIN & TUCKER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
Investments
22 direct securities · 19 pooled funds· $18.1M(100% 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.
Common Collective Trust
$10.7M
13 holdings
Uncategorized
$4.8M
22 holdings
Pooled Separate Account
$2.6M
6 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME HYBR 2030 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 005 | Common Collective Trust | — | — | $2.7M | 15.9% | |
| PRIN LIFETIME HYBR 2040 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 007 | Common Collective Trust | — | — | $2.1M | 12.2% | |
| PRIN LIFETIME HYBR 2025 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 004 | Common Collective Trust | — | — | $1.9M | 11.4% | |
| PRIN LIFETIME HYBR 2035 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 006 | Common Collective Trust | — | — | $1.1M | 6.4% | |
| PRIN LGCP S&P 500 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | — | $1.0M | 6.0% | |
| Vanguard Growth Index Inv Fund Mutual Fund | — | — | — | $969K | 5.7% | |
| Principal Global Investors Large Cap Growth Pooled Separate Account | — | — | — | $772K | 4.6% | |
| PRIN LARGECAP GROWTH I SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 066 | Pooled Separate Account | — | — | $772K | 4.6% | |
| PRIN LIFETIME HYBR 2055 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 010 | Common Collective Trust | — | — | $665K | 3.9% | |
| PRIN LIFETIME HYBR 2020 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 003 | Common Collective Trust | — | — | $596K | 3.5% | |
| PRIN LIFETIME HYBR 2050 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 009 | Common Collective Trust | — | — | $535K | 3.2% | |
| Fixed Income Guaranteed Option Guaranteed Investment | — | — | — | $481K | 2.8% | |
| PRIN LIFETIME HYBR 2045 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 008 | Common Collective Trust | — | — | $468K | 2.8% | |
| Columbia Funds Columbia Global Tech Growth Mutual Fund | — | — | — | $434K | 2.6% | |
| PRIN SMCAP S&P 600 INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $418K | 2.5% | |
| annum | — | — | — | $352K | 2.1% | |
| PRIN LIFETIME HYBR 2060 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 012 | Common Collective Trust | — | — | $225K | 1.3% | |
| PRIN INTL EQUITY INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 121 | Pooled Separate Account | — | — | $196K | 1.2% | |
| Vanguard Mid-Cap Index Fund Mutual Fund | — | — | — | $192K | 1.1% | |
| Principal LifeTime Hybrid Income Collective Trust | — | — | — | $187K | 1.1% | |
| PRIN LIFETIME HYBR INC CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 011 | Common Collective Trust | — | — | $187K | 1.1% | |
| PRIN LIFETIME HYBR 2015 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 002 | Common Collective Trust | — | — | $182K | 1.1% | |
| Allspring Special Mid Cap Value Fund Mutual Fund | — | — | — | $177K | 1.0% | |
| Principal Global Investors Small Cap Value Pooled Separate Account | — | — | — | $168K | 1.0% | |
| PRIN SMCAP VALUE II SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 096 | Pooled Separate Account | — | — | $168K | 1.0% | |
| BlackRock Health Science Ops Fund Mutual Fund | — | — | — | $155K | 0.9% | |
| Vanguard Explorer Fund Mutual Fund | — | — | — | $145K | 0.9% | |
| PRIN LIFETIME HYBR 2065 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 013 | Common Collective Trust | — | — | $124K | 0.7% | |
| Vanguard Interm-Term Treasury Inv Fund Mutual Fund | — | — | — | $124K | 0.7% | |
| Vanguard High-Yield Corp Inv Fund Mutual Fund | — | — | — | $120K | 0.7% | |
| Vanguard Value Index Fund Mutual Fund | — | — | — | $112K | 0.7% | |
| American Funds New World Inc Mutual Fund | — | — | — | $103K | 0.6% | |
| Vanguard International Growth Fund Mutual Fund | — | — | — | $75K | 0.4% | |
| Principal Global Investors Principal Core Fixed Income Pooled Separate Account | — | — | — | $65K | 0.4% | |
| PRIN CORE FIX INC SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 118 | Pooled Separate Account | — | — | $65K | 0.4% | |
| (E) | — | — | — | $65K | 0.4% | |
| Vanguard Real Estate Index Fund Mutual Fund | — | — | — | $41K | 0.2% | |
| PIMCO Total Return II Instl Fund Mutual Fund | — | — | — | $31K | 0.2% | |
| Vanguard Mid-Cap Value Index Inv Fund Mutual Fund | — | — | — | $11K | <0.1% | |
| PRIN LIFETIME HYB 2070 CIT Z PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 26-6447574 / PN 014 | Common Collective Trust | — | — | $6K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Mutual Fund | — | — | — | $3K | <0.1% |