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Original filing (PDF)20250926142347NAL0010978624005
MILLER APPLE L.P.
Form 5500
FILING_RECEIVED
MILLER APPLE L.P. 401K PROFIT SHARING PLAN
401(k) retirement plan
Signals · 2
34% in single holdingNo recordkeeper disclosed
Active participants
496
Accounts w/ balance
146
Plan assets (EOY)
$4.8M
Net assets (EOY)
$4.8M
How this plan invests
This plan
19 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
83
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
83
Total plan cost
75
Vendor stack
80
Participation health
65
Knocking points off
- Top holding "Growth Fund N/R" is 34% of plan.
- No recordkeeper disclosed on Schedule C.
- Only 29% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER APPLE L.P..
Plan sponsor
Name
MILLER APPLE L.P.
EIN
38-3130327
Address
5084 EXCHANGE DRIVE · FLINT, MI · 485072906
Phone
(810) 733-0663
Industry
Accommodation & Food Servicessee 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
2025-09-26
Pension benefit codes
2E · Profit-sharing
2G · Total participant-directed accounts
2J · 401(k) feature
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
MANER COSTERISAN
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
19 direct securities· $4.8M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Growth Fund N/R | — | — | — | $1.6M | 33.7% | |
| American Cap Fund N/R | — | — | — | $760K | 15.7% | |
| Washington Mutual Investors Fund N/R | — | — | — | $390K | 8.1% | |
| Investment Co of America N/R | — | — | — | $382K | 7.9% | |
| Fundamental Investment N/R | — | — | — | $358K | 7.4% | |
| Small Cap Fund N/R | — | — | — | $260K | 5.4% | |
| Income Fund N/R | — | — | — | $194K | 4.0% | |
| Capital Income Build N/R | — | — | — | $176K | 3.7% | |
| New World Fund N/R | — | — | — | $154K | 3.2% | |
| Bond Fund N/R | — | — | — | $119K | 2.5% | |
| Money Market Fund N/R | — | — | — | $98K | 2.0% | |
| US Govt Securities Fund N/R | — | — | — | $81K | 1.7% | |
| Europacific Fund N/R | — | — | — | $66K | 1.4% | |
| American Funds American Balanced Fund N/R | — | — | — | $60K | 1.2% | |
| New Economy Fund N/R | — | — | — | $53K | 1.1% | |
| New Perspective Fund N/R | — | — | — | $19K | 0.4% | |
| Short-Term Bond Fund of America N/R | — | — | — | $14K | 0.3% | |
| 2050 Target Date Retirement Fund N/R | — | — | — | $13K | 0.3% | |
| 2030 Target Date Retirement Fund N/R 475 2065 Target Date Retirement Fund N/R | — | — | — | $2K | <0.1% |
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