Mrobert Campbell signed CJ Miller, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
CJ Miller, LLC's EIN is 20-1201962.
Download the official 2024 Form 5500 (PDF) for CJ Miller, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)CJ Miller, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $55K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WILSHIRE ADVISORS LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
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 | |||||
|---|---|---|---|---|---|---|
| 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 | Mutual Funds | — | — | $969K | 5.7% | |
| Principal Global Investors Large Cap Growth Pooled Separate Account | Pooled Separate Accounts | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Other securities | — | — | $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 | Common Collective Trusts | — | — | $192K | 1.1% | |
| Principal LifeTime Hybrid Income Collective Trust | Common Collective Trusts | — | — | $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 | Other securities | — | — | $177K | 1.0% | |
| Principal Global Investors Small Cap Value Pooled Separate Account | Pooled Separate Accounts | — | — | $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 | Other securities | — | — | $155K | 0.9% | |
| Vanguard Explorer Fund Mutual Fund | Mutual Funds | — | — | $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 | Mutual Funds | — | — | $124K | 0.7% | |
| Vanguard High-Yield Corp Inv Fund Mutual Fund | Mutual Funds | — | — | $120K | 0.7% | |
| Vanguard Value Index Fund Mutual Fund | Common Collective Trusts | — | — | $112K | 0.7% | |
| American Funds New World Inc Mutual Fund | Mutual Funds | — | — | $103K | 0.6% | |
| Vanguard International Growth Fund Mutual Fund | Mutual Funds | — | — | $75K | 0.4% | |
| Principal Global Investors Principal Core Fixed Income Pooled Separate Account | Pooled Separate Accounts | — | — | $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) | Other securities | — | — | $65K | 0.4% | |
| Vanguard Real Estate Index Fund Mutual Fund | Common Collective Trusts | — | — | $41K | 0.2% | |
| PIMCO Total Return II Instl Fund Mutual Fund | Mutual Funds | — | — | $31K | 0.2% | |
| Vanguard Mid-Cap Value Index Inv Fund Mutual Fund | Mutual Funds | — | — | $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 | Common Collective Trusts | — | — | $3K | <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 |
|---|---|---|---|---|---|
| BAIRD INSURANCE SERVICES INC | 39-1236032 | — | OTHER SERVICES | $0 | — |
| ROBERT W. BAIRD & CO. INCORPORATED | 39-6037917 | — | OTHER SERVICES | $0 | — |
