Fred J. Miller signed Fred J. Miller, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Fred J. Miller, Inc.'s EIN is 31-0852899.
Download the official 2024 Form 5500 (PDF) for Fred J. Miller, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Fred J. 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 |
|---|---|---|---|---|---|
| DEAN FINANCIAL SERVICES | 31-0861689 | — | THIRD PARTY ADMINISTRATOR | $17K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Small-Cap Index Fund ** 512 Vanguard Target Retirement 2025 Fund | Common Collective Trusts | — | — | $523K | 14.5% | |
| JENSEN QUALITY GROWTH CIF HAND BENEFITS & TRUST COMPANY · EIN 74-2008758 / PN 001 | Common Collective Trust | — | — | $392K | 10.8% | |
| Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $376K | 10.4% | |
| Victory Integrity Small-Cap Value Fund | Other securities | — | — | $245K | 6.8% | |
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $244K | 6.8% | |
| William Blair Small-Mid Cap Growth Fund | Other securities | — | — | $227K | 6.3% | |
| American Century Mid Cap Value Fund | Other securities | — | — | $223K | 6.2% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $136K | 3.8% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $130K | 3.6% | |
| Vanguard Total Stock Market Index Fund | Common Collective Trusts | — | — | $126K | 3.5% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $108K | 3.0% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $107K | 3.0% | |
| Dodge & Cox International Stock Fund | Mutual Funds | — | — | $86K | 2.4% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $82K | 2.3% | |
| Vanguard Short-Term Bond Index Fund | Common Collective Trusts | — | — | $80K | 2.2% | |
| Nicholas Equity Income Fund | Other securities | — | — | $80K | 2.2% | |
| PIMCO Total Return Institutional Fund | Mutual Funds | — | — | $74K | 2.1% | |
| Dean Mid Cap Value Fund ** 24 Dean Small Cap Value Fund | Other securities | — | — | $74K | 2.1% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $64K | 1.8% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $41K | 1.1% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $40K | 1.1% | |
| First Eagle Overseas Fund | Other securities | — | — | $38K | 1.0% | |
| Vanguard Small-Cap Growth Index Fund | Common Collective Trusts | — | — | $34K | 0.9% | |
| American Funds New World Fund | Mutual Funds | — | — | $22K | 0.6% | |
| Participant Loans Rates from 4.25% to 9.50% and maturities through 2029 $ - | Bonds / Notes | — | — | $14K | 0.4% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $13K | 0.3% | |
| Vanguard Emerging Markets Stock Index Fund | Common Collective Trusts | — | — | $12K | 0.3% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $11K | 0.3% | |
| Retirement Cash Account | Cash / Money Market | — | — | $10K | 0.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $4K | 0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
