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Original filing (PDF)20251014102737NAL0002624385001
MILK INDUSTRY MANAGEMENT CORPORATION
Form 5500
FILING_RECEIVED
MILK INDUSTRY MANAGEMENT CORPORATION CASH OR DEFERRED PROFIT-SHARING PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
109
Accounts w/ balance
126
Plan assets (EOY)
$10.8M
Net assets (EOY)
$10.8M
How this plan invests
This plan
18 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Helping the score
- Below-peer total fees (4 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILK INDUSTRY MANAGEMENT CORPORATION.
Plan sponsor
Name
MILK INDUSTRY MANAGEMENT CORPORATION
EIN
23-1718524
Address
4 MANHATTAN DR · BURLINGTON, NJ · 080164120
Phone
(609) 699-2630
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
004
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
KREISCHER MILLER
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsTPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $4K | — |
Other
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 95-2834236 | — | OTHER SERVICES | $0 | — |
| OSAIC WEALTH INC | 93-0987232 | — | OTHER SERVICES | $0 | — |
Investments
24 direct securities · 18 pooled funds· $12.8M(100% of reported assets)
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.
Pooled Separate Account
$7.7M
18 holdings
Uncategorized
$5.1M
23 holdings
Registered Investment Companies
$26K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| PRIN LIFETIME 2035 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 112 | Pooled Separate Account | — | $0 | $2.0M | 18.2% | |
| PRIN LIFETIME 2030 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 077 | Pooled Separate Account | — | $0 | $1.3M | 12.1% | |
| Prin LifeTime 2015 Sep Acct-R6 | — | — | $0 | $1.3M | 12.0% | |
| PRIN LIFETIME 2025 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 111 | Pooled Separate Account | — | $0 | $1.1M | 10.0% | |
| NEUBERGER BER HI INC BD A FD | — | — | $0 | $612K | 5.7% | |
| PRIN LGCAP S&P 500 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 016 | Pooled Separate Account | — | $0 | $602K | 5.6% | |
| Prin MidCap S&P 400 Idx SA-R6 | — | — | $0 | $580K | 5.4% | |
| PRIN LIFETIME 2040 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 078 | Pooled Separate Account | — | — | $580K | 5.4% | |
| PRIN LIFETIME 2045 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 113 | Pooled Separate Account | — | $0 | $549K | 5.1% | |
| Prin Real Estate Secs SA-R6 | — | — | $0 | $373K | 3.5% | |
| PRIN LIFETIME 2050 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 079 | Pooled Separate Account | — | — | $373K | 3.5% | |
| PRIN LIFETIME 2020 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 076 | Pooled Separate Account | — | $0 | $367K | 3.4% | |
| JP MORGAN LARGE CAP GR R3 FD | — | — | $0 | $251K | 2.3% | |
| PRIN LIFETIME 2060 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 130 | Pooled Separate Account | — | — | $204K | 1.9% | |
| Principal Div Real Asset SA-R6 | — | — | $0 | $204K | 1.9% | |
| VIRTUS CER MC VAL EQ I FD | — | — | $0 | $199K | 1.9% | |
| Participant Loans | — | — | $0 | $199K | 1.9% | |
| PIMCO TOTAL RETURN A FUND | — | — | $0 | $192K | 1.8% | |
| PRIN MIDCAP SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 020 | Pooled Separate Account | — | — | $192K | 1.8% | |
| Insurance Company GeneralPrin Fixed Inc Guar Option | — | — | $0 | $174K | 1.6% | |
| PRIN LIFETIME 2055 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 114 | Pooled Separate Account | — | — | $152K | 1.4% | |
| Prin SmCap S&P 600 Index SA-R6 | — | — | $0 | $152K | 1.4% | |
| PRIN SMCAP S&P 600 INDEX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 028 | Pooled Separate Account | — | — | $101K | 0.9% | |
| TEMPLETON GLBL BOND A FD | — | — | $0 | $101K | 0.9% | |
| PRIN MIDCAP S&P 400 IDX SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $101K | 0.9% | |
| PIMCO REAL RETURN A FUND | — | — | $0 | $101K | 0.9% | |
| Prin LifeTime 2055 Sep Acct-R6 | — | — | $0 | $95K | 0.9% | |
| INV DEV MARK A FD | — | — | $0 | $86K | 0.8% | |
| Prin LifeTime 2050 Sep Acct-R6 | — | — | $0 | $76K | 0.7% | |
| Prin LifeTime 2065 Sep Acct-R6 | — | — | $0 | $74K | 0.7% | |
| PRIN REAL ESTATE SECS SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 095 | Pooled Separate Account | — | — | $66K | 0.6% | |
| Prin LifeTime 2040 Sep Acct-R6 | — | — | $0 | $66K | 0.6% | |
| Prin LifeTime 2060 Sep Acct-R6 | — | — | $0 | $65K | 0.6% | |
| CARILLON EAGLE SML CAGWTH A FD | — | — | $0 | $64K | 0.6% | |
| GOLDMAN SACHS SM CP VAL A FD | — | — | $0 | $58K | 0.5% | |
| Prin LifeTime 2045 Sep Acct-R6 | — | — | $0 | $42K | 0.4% | |
| PRINCIPAL DIV REAL ASSET SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 123 | Pooled Separate Account | — | — | $42K | 0.4% | |
| BlackRock Eqty Div Inv A Fund | Registered Investment Companies | — | $0 | $26K | 0.2% | |
| PRIN LIFETIME 2015 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 110 | Pooled Separate Account | — | — | $16K | 0.1% | |
| INVESC RISING DIVIDENDS A FUND | — | — | $0 | $16K | 0.1% | |
| PRIN LIFETIME 2065 SEP ACCT-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 173 | Pooled Separate Account | — | $0 | $8K | <0.1% | |
| PRIN LIFETIME STRAT INC SA-R6 PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 080 | Pooled Separate Account | — | — | $10 | <0.1% |