Natalie Luebke signed Milestone Electric, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milestone Electric, Inc.'s EIN is 20-2597496.
Download the official 2024 Form 5500 (PDF) for Milestone Electric, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milestone Electric, 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 |
|---|---|---|---|---|---|
| JOHN HANCOCK | 01-0233346 | — | RECORDKEEPER | $80K | — |
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 | |||||
|---|---|---|---|---|---|---|
| American Funds | Mutual Funds | — | — | $2.1M | 22.2% | |
| American Funds | Mutual Funds | — | — | $1.4M | 14.5% | |
| American Funds | Mutual Funds | — | — | $1.2M | 12.1% | |
| American Funds | Mutual Funds | — | — | $932K | 9.7% | |
| American Funds | Mutual Funds | — | — | $818K | 8.5% | |
| Vanguard | Mutual Funds | — | — | $581K | 6.0% | |
| American Funds | Mutual Funds | — | — | $376K | 3.9% | |
| Participant loans | Participant loans | — | — | $351K | 3.6% | |
| JOHN HANCOCK STABLE VALUE FUND CIT GLOBAL TRUST COMPANY- JOHN HANCOCK · EIN 80-6136981 / PN 001 | Common Collective Trust | — | — | $300K | 3.1% | |
| American Funds | Mutual Funds | — | — | $241K | 2.5% | |
| JPMorgan | Other securities | — | — | $203K | 2.1% | |
| American Funds | Mutual Funds | — | — | $169K | 1.8% | |
| American Funds | Mutual Funds | — | — | $136K | 1.4% | |
| American Funds | Mutual Funds | — | — | $119K | 1.2% | |
| American Funds | Mutual Funds | — | — | $104K | 1.1% | |
| American Funds | Mutual Funds | — | — | $87K | 0.9% | |
| John Hancock | Other securities | — | — | $74K | 0.8% | |
| JPMorgan | Other securities | — | — | $63K | 0.7% | |
| Vanguard | Mutual Funds | — | — | $50K | 0.5% | |
| American Funds | Mutual Funds | — | — | $46K | 0.5% | |
| Janus Henderson | Mutual Funds | — | — | $33K | 0.3% | |
| Franklin | Mutual Funds | — | — | $33K | 0.3% | |
| American Funds | Mutual Funds | — | — | $32K | 0.3% | |
| PIMCO | Mutual Funds | — | — | $31K | 0.3% | |
| Blackrock | Other securities | — | — | $27K | 0.3% | |
| Royce | Other securities | — | — | $26K | 0.3% | |
| Vanguard | Mutual Funds | — | — | $21K | 0.2% | |
| American Funds | Mutual Funds | — | — | $20K | 0.2% | |
| Vanguard | Mutual Funds | — | — | $16K | 0.2% | |
| Dodge & Cox | Mutual Funds | — | — | $14K | 0.1% | |
| T Rowe Price | Mutual Funds | — | — | $10K | 0.1% | |
| American Funds | Mutual Funds | — | — | $9K | <0.1% | |
| John Hancock | Other securities | — | — | $6K | <0.1% | |
| John Hancock | Other securities | — | — | $6K | <0.1% | |
| MFS | Mutual Funds | — | — | $3K | <0.1% | |
| American Funds | Mutual Funds | — | — | $3K | <0.1% | |
| John Hancock | Other securities | — | — | $2K | <0.1% | |
| American Funds | Mutual Funds | — | — | $2 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
