Yvonne Milde signed Integrated Mill Systems, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Integrated Mill Systems, Inc.'s EIN is 34-1719398.
Download the official 2024 Form 5500 (PDF) for Integrated Mill Systems, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Integrated Mill Systems, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $22K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ONEDIGITAL INVESTMENT ADVISORS LLC | 43-1451524 | — | ADVISOR | $33K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| FID 500 INDEX Mutual Fund | Common Collective Trusts | — | — | $4.5M | 28.7% | |
| FID FDM IDX 2030 IPR Mutual Fund | Common Collective Trusts | — | — | $1.9M | 11.8% | |
| FH TREASURY OBS IS Mutual Fund | Other securities | — | — | $1.6M | 10.0% | |
| FID FDM IDX 2045 IPR Mutual Fund | Common Collective Trusts | — | — | $1.0M | 6.5% | |
| FID FDM IDX 2040 IPR Mutual Fund | Common Collective Trusts | — | — | $952K | 6.0% | |
| FID FDM IDX 2055 IPR Mutual Fund | Common Collective Trusts | — | — | $814K | 5.1% | |
| FID FDM IDX 2035 IPR Mutual Fund | Common Collective Trusts | — | — | $623K | 3.9% | |
| FID FDM IDX 2025 IPR Mutual Fund | Common Collective Trusts | — | — | $553K | 3.5% | |
| FID FDM IDX 2050 IPR Mutual Fund | Common Collective Trusts | — | — | $550K | 3.5% | |
| HARBOR CAP APP RET Mutual Fund | Other securities | — | — | $503K | 3.2% | |
| FID FDM IDX INC IPR Mutual Fund | Common Collective Trusts | — | — | $461K | 2.9% | |
| FID INTL INDEX Mutual Fund | Mutual Funds | — | — | $415K | 2.6% | |
| FID US BOND IDX Mutual Fund | Common Collective Trusts | — | — | $411K | 2.6% | |
| JPM EQUITY INCOME R6 Mutual Fund | Other securities | — | — | $268K | 1.7% | |
| FID FDM IDX 2060 IPR Mutual Fund | Common Collective Trusts | — | — | $238K | 1.5% | |
| PARTICIPANT LOANS Maturing through September 2029 | Participant loans | — | — | $191K | 1.2% | |
| Registered Companies Common Stocks | Common Stocks | — | — | $158K | 1.0% | |
| AM CENT SMCAP VAL R6 Mutual Fund | Other securities | — | — | $157K | 1.0% | |
| GS EMRG MKTS EQ R6 Mutual Fund | Other securities | — | — | $125K | 0.8% | |
| TCW MW ToT RTN BD P Mutual Fund | Other securities | — | — | $115K | 0.7% | |
| FID MID CAP IDX Mutual Fund | Common Collective Trusts | — | — | $69K | 0.4% | |
| FID FDM IDX 2065 IPR Mutual Fund | Common Collective Trusts | — | — | $66K | 0.4% | |
| CRLN E MID CAP GR R6 Mutual Fund | Other securities | — | — | $30K | 0.2% | |
| SELF-DIRECTED BROKERAGE ACCOUNTS External Mutual Funds Mutual Funds | Self-Directed Brokerage | — | — | $29K | 0.2% | |
| AF EUROPAC GROWTH R6 Mutual Fund | Other securities | — | — | $25K | 0.2% | |
| FID SM CAP IDX Mutual Fund | Common Collective Trusts | — | — | $14K | <0.1% | |
| VAN REAL EST IDX ADM Mutual Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| MFS MID CAP VALUE R6 Mutual Fund | Mutual Funds | — | — | $3K | <0.1% | |
| PIM INTL BD US$H I Mutual Fund | Other securities | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
