Taylor Branum signed Milhaus Development, LLC's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milhaus Development, LLC's EIN is 27-0915015.
Download the official 2024 Form 5500 (PDF) for Milhaus Development, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milhaus Development, LLC'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 |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $46K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Fidelity Freedom Index Income 2045 125,240 shares | Mutual Funds | — | $125K | $3.2M | 18.9% | |
| Fidelity Freedom Index Income 2055 110,741 shares | Mutual Funds | — | $111K | $2.4M | 13.8% | |
| Fidelity 500 Index Fund 9,263 shares | Common Collective Trusts | — | $9K | $1.9M | 11.0% | |
| Fidelity Freedom Index Income 2050 54,445 shares | Mutual Funds | — | $54K | $1.4M | 8.3% | |
| Fidelity Freedom Index Income 2035 50,642 shares | Mutual Funds | — | $51K | $1.2M | 6.9% | |
| AB Large Cap Growth Fund 10,478 shares | Other securities | — | $10K | $1.1M | 6.7% | |
| Fidelity Freedom Index Income 2040 31,231 shares | Mutual Funds | — | $31K | $769K | 4.5% | |
| Fidelity Freedom Index Income 2060 34,212 shares | Mutual Funds | — | $34K | $620K | 3.6% | |
| Fidelity Freedom Index Income 2025 32,636 shares | Mutual Funds | — | $33K | $606K | 3.5% | |
| Fidelity Mid Cap Index Fund 16,610 shares | Common Collective Trusts | — | $17K | $561K | 3.3% | |
| Fidelity Freedom Index Income 2030 25,540 shares | Mutual Funds | — | $26K | $515K | 3.0% | |
| Fidelity Freedom Index Income 2065 33,665 shares | Mutual Funds | — | $34K | $493K | 2.9% | |
| Vanguard Strat Equity Inv Fund 12,856 shares | Mutual Funds | — | $13K | $465K | 2.7% | |
| Vanguard Equity-Inc Adm Fund 3,889 shares | Mutual Funds | — | $4K | $343K | 2.0% | |
| American Funds New World 3,831 shares | Mutual Funds | — | $4K | $295K | 1.7% | |
| PRINCIPAL SMALLCAP SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 029 | Pooled Separate Account | — | — | $235K | 1.4% | |
| Fidelity International Index Fund 4,780 shares | Common Collective Trusts | — | $5K | $227K | 1.3% | |
| ISHS US Agg Bond Index 17,819 shares | Other securities | — | $18K | $159K | 0.9% | |
| Fidelity Small Cap Index Fund 5,616 shares | Common Collective Trusts | — | $6K | $155K | 0.9% | |
| PIMCO Income Institutional 11,016 shares | Mutual Funds | — | $11K | $116K | 0.7% | |
| Blackrock Sustain Adv Large Cap 4,759 shares | Other securities | — | $5K | $101K | 0.6% | |
| Fidelity Freedom Index Income Ins Prem 7,015 shares | Mutual Funds | — | $7K | $82K | 0.5% | |
| PRINCIPAL STABLE VALUE Z FUND PRINCIPAL GLOBAL INVESTORS TRUST CO · EIN 93-6274328 / PN 001 | Common Collective Trust | — | $3K | $67K | 0.4% | |
| JPMorgan Core Plus Bond 5,565 shares | Other securities | — | $6K | $40K | 0.2% | |
| MFS International Diversification 1,258 shares | Mutual Funds | — | $1K | $29K | 0.2% | |
| Fidelity Freedom Index Income 2020 256 shares | Mutual Funds | — | — | $4K | <0.1% | |
| Fidelity Freedom Index Income 2010 272 shares | Mutual Funds | — | — | $3K | <0.1% | |
| Fidelity Freedom Index Income 2015 116 shares | Mutual Funds | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
