How big is Milbern Builders Associates, Inc.'s plan?

Milbern Builders Associates, Inc.'s plan reported $18.2M in assets and 109 participants for 2024.

Original filing (PDF)20250715022852NAL0001302771001

Milbern Builders Associates, Inc.

Name: Milbern Builders Associates, Inc. — The Hankin Group, Form 5500 (2024)
Creator: Milbern Builders Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

The Hankin Group 401(k) Plan

401(k) retirement plan · Milbern Builders Associates, Inc.'s The Hankin Group 401(k) Plan held $18.2M in plan assets for 109 participants in 2024.

Signals · 2

High average account balanceNo recordkeeper disclosed

Active participants

109

Accounts w/ balance

105

Plan assets (EOY)

$18.2M

Net assets (EOY)

$18.2M

Plan identifiers

Milbern Builders Associates, Inc.'s EIN is 23-1649997.

EIN 23-1649997

Plan number 001

Plan year 2024

ACK ID 20250715022852NAL0001302771001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milbern Builders Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milbern Builders Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

39 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (24th percentile).

Helping the score

High average account balance (93rd percentile).

Plan sponsor

Name

MILBERN BUILDERS ASSOCIATES, INC.

EIN

all filings

Address

707 EAGLEVIEW BOULEVARD · EXTON, PA · 19341

Phone

(610) 458-1900

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-15

Pension benefit codes

2A · Age/service weighted or new comparability

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)

Service providers (Schedule C)

No Schedule C providers reported

Investments

39 direct securities· $18.1M(99% of reported assets)

Mutual Funds

$12.0M

22 holdings

Other securities

$3.5M

7 holdings

Common Collective Trusts

$1.6M

8 holdings

Common Stocks

$913K

1 holding

Bonds / Notes

$54K

1 holding

					% of plan
Vanguard Equity Income Fund	Mutual Funds	—	—	$3.7M	20.6%
T. Rowe Price All-Cap Opportunities Fund	Other securities	—	—	$2.1M	11.3%
MFS Lifetime 2050 Fund	Mutual Funds	—	—	$984K	5.4%
Vanguard 500 Index Fund	Common Collective Trusts	—	—	$925K	5.1%
DFA Ex U.S. Value Portfolio Fund	Mutual Funds	—	—	$919K	5.0%
Standard Insurance Co. Stable Asset Fund II	Common Stocks	—	—	$913K	5.0%
Franklin Small Cap Value Fund	Mutual Funds	—	—	$763K	4.2%
Carillon Eagle Mid Cap Growth Fund	Other securities	—	—	$694K	3.8%
MFS Mid Cap Value Fund	Mutual Funds	—	—	$609K	3.3%
DFA Emerging Markets Core Equity Fund	Mutual Funds	—	—	$585K	3.2%
MFS Lifetime 2030 Fund	Mutual Funds	—	—	$550K	3.0%
DFA International Large Cap Growth Fund	Mutual Funds	—	—	$546K	3.0%
Vanguard Intermediate-Term Investment-Grade Fund	Mutual Funds	—	—	$429K	2.4%
MFS Lifetime 2045 Fund	Mutual Funds	—	—	$425K	2.3%
Vanguard Explorer Fund	Mutual Funds	—	—	$408K	2.2%
DFA Intermediate Government Fixed Income Fund	Mutual Funds	—	—	$360K	2.0%
MFS Lifetime 2035 Fund	Mutual Funds	—	—	$338K	1.9%
DFA Real Estate Securities Fund	Mutual Funds	—	—	$310K	1.7%
MFS Lifetime 2040 Fund	Mutual Funds	—	—	$275K	1.5%
Virtus SEIX High Yield Fund	Other securities	—	—	$249K	1.4%
MFS Lifetime 2055 Fund	Mutual Funds	—	—	$242K	1.3%
Victory Trivalent International Small Cap Fund	Other securities	—	—	$242K	1.3%
Vanguard Mid Cap Index Fund	Common Collective Trusts	—	—	$218K	1.2%
Vanguard Developed Markets Index Fund	Common Collective Trusts	—	—	$178K	1.0%
Vanguard Short-Term Treasury Fund	Mutual Funds	—	—	$170K	0.9%
MFS Lifetime 2060 Fund	Mutual Funds	—	—	$155K	0.9%
T. Rowe Price International Bond Fund	Other securities	—	—	$152K	0.8%
MFS Lifetime 2025 Fund	Mutual Funds	—	—	$107K	0.6%
Vanguard Small Cap Index Fund	Common Collective Trusts	—	—	$98K	0.5%
Macquarie Limited-Term Diversified Income Fund	Other securities	—	—	$90K	0.5%
Vanguard Intermediate Bond Index Fund	Common Collective Trusts	—	—	$87K	0.5%
through 2029	Other securities	—	—	$59K	0.3%
T. Rowe Price Institutional Floating Rate Fund	Bonds / Notes	—	—	$54K	0.3%
Vanguard Short-Term Bond Index Fund	Common Collective Trusts	—	—	$45K	0.2%
Vanguard Inflation-Protected Securities Fund	Mutual Funds	—	—	$41K	0.2%
Vanguard Emerging Markets Index Fund	Common Collective Trusts	—	—	$28K	0.2%
Vanguard Real Estate Index Fund	Common Collective Trusts	—	—	$15K	<0.1%
MFS Lifetime 2065 Fund	Mutual Funds	—	—	$9K	<0.1%
MFS Lifetime Income Fund	Mutual Funds	—	—	$7K	<0.1%