Theresa Piotrowski signed Miller, Cooper & Co., Ltd.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miller, Cooper & Co., Ltd.'s EIN is 36-2897372.
Download the official 2023 Form 5500 (PDF) for Miller, Cooper & Co., Ltd. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Miller, Cooper & Co., Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 |
|---|---|---|---|---|---|
| ALLIANCE PENSION CONSULTANTS, LLC | 36-4389114 | — | RECORDKEEPER | $33K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AT INVESTMENT ADVISERS INC | 20-0822261 | — | ADVISOR |
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 | |||||
|---|---|---|---|---|---|---|
| Charles Schwab Bank Participant-directed Brokerage Account Assets | Self-Directed Brokerage | — | — | $71.3M | 58.0% | |
| Charles Schwab S&P 500 Index Fund | Common Collective Trusts | — | — | $10.7M | 8.7% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $3.8M | 3.1% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $3.3M | 2.7% | |
| STABLE VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $3.0M | 2.4% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $2.9M | 2.3% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.9M | 1.5% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $1.6M | 1.3% | |
| Charles Schwab Small Cap Index Fund | Common Collective Trusts | — | — | $1.5M | 1.2% | |
| Pimco Income Fund Institutional Fund | Mutual Funds | — | — | $1.3M | 1.0% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $1.1M | 0.9% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $967K | 0.8% | |
| Charles Schwab Mid Cap Index Fund | Common Collective Trusts | — | — | $927K | 0.8% | |
| Vanguard Growth Index Fund | Common Collective Trusts | — | — | $896K | 0.7% | |
| Vanguard Mid Cap Growth Index Fund | Common Collective Trusts | — | — | $839K | 0.7% | |
| GREAT GRAY EUROPACIFIC GROWTH TRUST GREAT GRAY TRUST COMPANY, LLC · EIN 38-7289844 / PN 001 | Common Collective Trust | — | — | $833K | 0.7% | |
| LARGE CAP VALUE FUND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4065329 / PN 426 | Common Collective Trust | — | — | $825K | 0.7% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $785K | 0.6% | |
| Doubleline Total Return Bond Fund CL I | Other securities | — | — | $778K | 0.6% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $772K | 0.6% | |
| Metropolitan West Total Return Fund I | Other securities | — | — | $756K | 0.6% | |
| William Blair Small Cap Growth Fund | Other securities | — | — | $751K | 0.6% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $704K | 0.6% | |
| Charles Schwab International Index Fund | Common Collective Trusts | — | — | $675K | 0.5% | |
| s (held by Charles Schwab Bank) American Funds Growth and Income Portfolio R6 Fund | Mutual Funds | — | — | $633K | 0.5% | |
| EMERGING MARKETS FUND GREAT GRAY TRUST COMPANY, LLC · EIN 86-1819869 / PN 672 | Common Collective Trust | — | — | $550K | 0.4% | |
| Notes Receivable from Participants Interest ranging from 4.25% to 10.50% - | Bonds / Notes | — | — | $480K | 0.4% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $453K | 0.4% | |
| Vanguard Balanced Index Fund | Common Collective Trusts | — | — | $386K | 0.3% | |
| Vanguard Real Estate Index Fund | Common Collective Trusts | — | — | $275K | 0.2% | |
| First Eagle Funds Gold Fund CL I | Other securities | — | — | $258K | 0.2% | |
| FEDERATED HERMES HIGH YIELD BOND GREAT GRAY TRUST COMPANY, LLC · EIN 38-4116830 / PN 507 | Common Collective Trust | — | — | $132K | 0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $87K |
| — |
| DAVID VAUGHAN INVESTMENTS LLC | 37-1272863 | — | ADVISOR | $23K | — |
| LESLIE GLOBAL WEALTH LLC | 38-3871023 | — | ADVISOR | $14K | — |
| WILLIAM BLAIR INVESTMENT MGMT | 47-2614791 | — | ADVISOR | $12K | — |
| STRATEGIC WEALTH PARTNERS GROUP | 47-2046833 | — | ADVISOR | $10K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | BROKERAGE | $2K | — |
