Robert McCollum signed Miniluxe, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miniluxe, Inc.'s EIN is 20-4760849.
Download the official 2024 Form 5500 (PDF) for Miniluxe, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miniluxe, Inc.'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 |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $5K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MAYFLOWER FINANCIAL ADVISORS, LLC | 84-4826355 | — |
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 | |||||
|---|---|---|---|---|---|---|
| INVESCO S&P 500 INDEX A | Registered Investment Companies | — | — | $514K | 18.8% | |
| T.ROWE PRICE RETIREMENT 2055-R | Registered Investment Companies | — | — | $402K | 14.7% | |
| T.ROWE PRICE RETIREMENT 2050-R | Registered Investment Companies | — | — | $308K | 11.3% | |
| T.ROWE PRICE RETIREMENT 2045-R | Registered Investment Companies | — | — | $263K | 9.6% | |
| T.ROWE PRICE RETIREMENT 2040-R | Registered Investment Companies | — | — | $237K | 8.7% | |
| T.ROWE PRICE RETIREMENT 2060-R | Registered Investment Companies | — | — | $174K | 6.4% | |
| T.ROWE PRICE RETIREMENT 2035-R | Registered Investment Companies | — | — | $173K | 6.3% | |
| T.ROWE PRICE RETIREMENT 2030-R | Registered Investment Companies | — | — | $162K | 5.9% | |
| AB LARGE CAP GROWTH A | Registered Investment Companies | — | — | $84K | 3.1% | |
| BLK ADV SM CAP CORE - INV A | Registered Investment Companies | — | — | $82K | 3.0% | |
| STATE ST S&P MD CP IDX NL J STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 347 | Common Collective Trust | — | — | $54K | 2.0% | |
| PRINCIPAL SC SP600 IDX R3 | Registered Investment Companies | — | — | $42K | 1.5% | |
| JOHN HANCOCK BOND FUND R2 | Registered Investment Companies | — | — | $41K | 1.5% | |
| NYL ANCHOR ACCOUNT 50 RELIANCE TRUST COMPANY · EIN 46-6350416 / PN 001 | Common Collective Trust | — | — | $39K | 1.4% | |
| T.ROWE PRICE RETIREMENT 2025-R | Registered Investment Companies | — | — | $32K | 1.2% | |
| MFS INTL DIVERSIFICATION R3 | Registered Investment Companies | — | — | $20K | 0.7% | |
| STATE ST INTL IDX SECLEND VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 336 | Common Collective Trust | — | — | $11K | 0.4% | |
| T.ROWE PRICE RETIREMENT 2020-R | Registered Investment Companies | — | — | $11K | 0.4% | |
| TROWE PRICE RET 2005 - R | Registered Investment Companies | — | — | $5K | 0.2% | |
| STATE ST US BD IDX SL VIII STATE STREET BANK & TRUST CO · EIN 90-0337987 / PN 362 | Common Collective Trust | — | — | $3K | 0.1% | |
| T.ROWE PRICE RETIREMENT 2010-R | Registered Investment Companies | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| INVESTMENT/FINANCIAL ADVI |
| $5K |
| — |
