Paul Miller signed Paul Miller, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Paul Miller, Inc.'s EIN is 22-2106441.
Download the official 2024 Form 5500 (PDF) for Paul Miller, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Paul Miller, 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 |
|---|---|---|---|---|---|
| NATIONWIDE TRUST COMPANY | 31-1592130 | COLUMBUS, OH | RECORDKEEPER | $75K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY | 26-4310632 | BALTIMORE, MD | ADVISOR | $53K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Allspring Allspr Prmr Lg Co Gr Inst | Common Stocks | — | — | $5.5M | 12.5% | |
| Vanguard Vngrd Trgt Rtrmt 2040 Inv | Mutual Funds | — | — | $4.0M | 8.9% | |
| Vanguard Vngrd 500 Indx Fd | Mutual Funds | — | — | $2.6M | 5.8% | |
| Vanguard Vngrd Trgt Rtrmt 2025 Inv | Mutual Funds | — | — | $2.4M | 5.3% | |
| Vanguard Vngrd Trgt Rtrmt 2035 Inv | Mutual Funds | — | — | $2.2M | 4.8% | |
| Vanguard Vngrd Divrs Eq Inv | Mutual Funds | — | — | $2.1M | 4.7% | |
| Vanguard Vngrd Trgt Rtrmt 2030 Inv | Mutual Funds | — | — | $2.1M | 4.7% | |
| Vanguard Vngrd Trgt Rtrmt 2060 Inv | Mutual Funds | — | — | $1.8M | 4.1% | |
| Vanguard Vngrd Trgt Rtrmt 2050 Inv | Mutual Funds | — | — | $1.8M | 4.1% | |
| Nationwide Fixed Select Contract | Other securities | — | — | $1.6M | 3.5% | |
| Vanguard Vngrd Trgt Rtrmt 2055 Inv | Mutual Funds | — | — | $1.4M | 3.0% | |
| Vanguard Vngrd Trgt Rtrmt 2045 Inv | Mutual Funds | — | — | $1.3M | 2.9% | |
| Nationwide NW Mdcap Mkt Indx R6 | Other securities | — | — | $979K | 2.2% | |
| J.P. Morgan JPM Mdcap Val L | Other securities | — | — | $967K | 2.2% | |
| Invesco Invsco Cor Bd Y | Mutual Funds | — | — | $911K | 2.0% | |
| Invesco Invsco Glbl Oppr Y | Mutual Funds | — | — | $818K | 1.8% | |
| T. Rowe Price TRowePr New Hrizns | Other securities | — | — | $730K | 1.6% | |
| Fidelity Fid 500 Indx | Mutual Funds | — | — | $696K | 1.6% | |
| Principal Prncpl Eq Inc I Inst | Common Stocks | — | — | $694K | 1.6% | |
| Vanguard Vngrd Trgt Rtrmt 2020 Inv | Mutual Funds | — | — | $626K | 1.4% | |
| PIMCO Real Rtn Inst | Mutual Funds | — | — | $596K | 1.3% | |
| Goldman Sacs Gdmnscs Gqgptnrintloppr R6 | Other securities | — | — | $426K | 1.0% | |
| Fidelity Fid Intl Indx | Mutual Funds | — | — | $423K | 1.0% | |
| Dodge and Cox Dodgecox Intl Stk | Mutual Funds | — | — | $422K | 0.9% | |
| Vanguard Vngrd Trgt Rtrmt 2065 Inv | Mutual Funds | — | — | $414K | 0.9% | |
| Nationwide NW Loomis AllCap Gr R6 | Other securities | — | — | $394K | 0.9% | |
| Harbor Intl Inst | Other securities | — | — | $370K | 0.8% | |
| Avantis Avnts US LgCap Val Inst | Other securities | — | — | $367K | 0.8% | |
| J.P. Morgan JPM Lgcap Gr R6 | Other securities | — | — | $340K | 0.8% | |
| J.P. Morgan JPM Eq Inc R5 | Common Stocks | — | — | $337K | 0.8% | |
| Fidelity Fid US Bd Indx | Mutual Funds | — | — | $329K | 0.7% | |
| PGIM Ttl Rtn Bd R6 | Other securities | — | — | $315K | 0.7% | |
| Avantis Avnts Emerg Mkts Eq Fd - Inst Cl | Other securities | — | — | $313K | 0.7% | |
| PIMCO Ggna Govt Sec Inst | Mutual Funds | — | — | $267K | 0.6% | |
| Vanguard Vngrd Trgt Rtrmt Income | Mutual Funds | — | — | $266K | 0.6% | |
| PIMCO Stk Plus Sm Inst | Mutual Funds | — | — | $245K | 0.5% | |
| Nationwide NW Inv Dest Mod R6 | Other securities | — | — | $238K | 0.5% | |
| BlackRock BlkRk MdCap Gr Eq Inst 273 BlackRock BlkRk Hi Yld Bd Port K | Other securities | — | — | $224K | 0.5% | |
| Invesco Invsco Intl Smmd Co Y | Mutual Funds | — | — | $206K | 0.5% | |
| Massachusetts Financial Services MFS Mdcap Gr R6 | Mutual Funds | — | — | $205K | 0.5% | |
| Diamond Hill Diamond Hill Md Cap I | Other securities | — | — | $202K | 0.5% | |
| Nationwide NW Inv Dest Mod Aggr R6 | Other securities | — | — | $199K | 0.4% | |
| Principal Prncpl Glbl RealEst R6 | Other securities | — | — | $198K | 0.4% | |
| Legal & General L&G Cmdty Strat Fd - Inst Shares | Other securities | — | — | $166K | 0.4% | |
| Massachusetts Financial Services MFS Intl New Disc R4 | Mutual Funds | — | — | $164K | 0.4% | |
| Nationwide NW Inv Dest Aggr R6 | Other securities | — | — | $161K | 0.4% | |
| Vanguard Vngrd SmCap Val Indx Inv Adml | Mutual Funds | — | — | $154K | 0.3% | |
| VanEck Intl Inv Gold Inst | Other securities | — | — | $124K | 0.3% | |
| BlackRock BlkRk Ttl Rtn K | Other securities | — | — | $123K | 0.3% | |
| AllianceBernstein AB Glbl Bd Fd - Class Z | Other securities | — | — | $113K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PROACCOUNT |
| 73-0988442 |
| COLUMBUS, OH |
| INVESTMENT ADVISORY |
| $32K |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INTAC ACTUARIAL SERVICES | 22-2446239 | WOODCLIFF LAKE, NJ | TPA | $14K | — |
| INTAC BY FUTUREPLAN | 35-0800998 | WOODCLIFF LAKE, NJ | TPA | $1K | — |
