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Original filing (PDF)20250905050938NAL0016906321001
MILLER WELDMASTER
Form 5500
FILING_RECEIVED
MILLER WELDMASTER 401(K) PLAN
401(k) retirement plan
Active participants
81
Accounts w/ balance
90
Plan assets (EOY)
$12.6M
Net assets (EOY)
$12.6M
How this plan invests
This plan
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
65
Vendor stack
100
Participation health
100
Knocking points off
- 46 bps in Schedule C fees — 59% above peer band of 29 bps.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER WELDMASTER.
Plan sponsor
Name
MILLER WELDMASTER
EIN
34-1425990
Address
4220 ALABAMA AVENUE SW · NAVARRE, OH · 44662
Phone
(330) 833-6739
Industry
Manufacturingsee all
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
2025-09-05
Pension benefit codes
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)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
REA & ASSOCIATES INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $14K | — |
Accountant / Auditor
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| REA & ASSOCIATES, INC | 34-1310124 | — | ACCOUNTANT | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MORGAN STANLEY SMITH BARNEY | 20-8764829 | — | INVESTMENT/FINANCIAL ADVI | $29K | — |
Investments
37 direct securities· $12.4M(98% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.5M | 19.6% | |
| VAN TARGET RETIRE 2045 | Registered Investment Companies | — | — | $1.3M | 10.0% | |
| VAN TARGET RETIRE 2035 | Registered Investment Companies | — | — | $1.1M | 8.7% | |
| INVESCO DIVERSIFIED DIV R6 | Registered Investment Companies | — | — | $1.0M | 8.0% | |
| VAN GLOBAL EQUITY - INV | Registered Investment Companies | — | — | $898K | 7.1% | |
| VANGUARD MIDCAP GROWTH IDX ADM | Registered Investment Companies | — | — | $546K | 4.3% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $473K | 3.7% | |
| MASSACHUSETTS INVESTORS GR R6 | Registered Investment Companies | — | — | $415K | 3.3% | |
| VANGUARD SM CP GR IDX -ADMIRAL | Registered Investment Companies | — | — | $390K | 3.1% | |
| VANGUARD GROWTH INDEX FUND ADM | Registered Investment Companies | — | — | $384K | 3.0% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $352K | 2.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $339K | 2.7% | |
| VANGUARD BAL IDX - ADM | Registered Investment Companies | — | — | $228K | 1.8% | |
| VANGUARD FEDERAL MM INV | Registered Investment Companies | — | — | $218K | 1.7% | |
| VAN TARG RETIRE 2060 | Registered Investment Companies | — | — | $217K | 1.7% | |
| VAN TARGET RETIRE 2050 | Registered Investment Companies | — | — | $217K | 1.7% | |
| VAN STRATEGIC EQUITY - INV | Registered Investment Companies | — | — | $210K | 1.7% | |
| VAN TARGET RETIRE 2025 | Registered Investment Companies | — | — | $183K | 1.5% | |
| VANG EQUITY INC ADM | Registered Investment Companies | — | — | $175K | 1.4% | |
| VANGUARD INTERMEDIATE TERM BON | Registered Investment Companies | — | — | $174K | 1.4% | |
| MACQUARIE SYST EMMKTS EQ R6 | Registered Investment Companies | — | — | $167K | 1.3% | |
| FRANKLIN UTILITIES FUND - R6 | Registered Investment Companies | — | — | $137K | 1.1% | |
| VAN TARGET RETIRE 2055 | Registered Investment Companies | — | — | $116K | 0.9% | |
| VANGUARD SHORT TERM INV GR ADM | Registered Investment Companies | — | — | $107K | 0.8% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $97K | 0.8% | |
| VANGUARD MID CAP VALUE IND ADM | Registered Investment Companies | — | — | $89K | 0.7% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $76K | 0.6% | |
| VANGUARD INT TERM TREAS - ADM | Registered Investment Companies | — | — | $74K | 0.6% | |
| BLACKROCK HIGH YIELD K | Registered Investment Companies | — | — | $67K | 0.5% | |
| VAN TARGET RETIRE 2030 | Registered Investment Companies | — | — | $67K | 0.5% | |
| TROWE PRICE INTL VALUE EQ I | Registered Investment Companies | — | — | $44K | 0.3% | |
| DFA EMERGING MARKETS PORT INST | Registered Investment Companies | — | — | $43K | 0.3% | |
| VAN TARGET RETIRE 2020 | Registered Investment Companies | — | — | $23K | 0.2% | |
| VAN TARGET RETIRE INC | Registered Investment Companies | — | — | $17K | 0.1% | |
| JPMORGAN CORE PLUS BOND R6 | Registered Investment Companies | — | — | $15K | 0.1% | |
| VAN TARGET RETIRE 2040 | Registered Investment Companies | — | — | $8K | <0.1% | |
| INVESCO INTL BOND R6 | Registered Investment Companies | — | — | $2K | <0.1% |
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