Joshua Mullins signed Mullins Cheese, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mullins Cheese, Inc.'s EIN is 39-1140270.
Download the official 2024 Form 5500 (PDF) for Mullins Cheese, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mullins Cheese, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 |
|---|---|---|---|---|---|
| ASSOCIATED TRUST COMPANY, N.A. | 30-0219031 | — | NONE | $104K | — |
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 | |||||
|---|---|---|---|---|---|---|
| Dodge & Cox Stock Fund | Mutual Funds | — | — | $4.1M | 12.9% | |
| American Funds Growth Fund of America | Mutual Funds | — | — | $3.6M | 11.6% | |
| Vanguard 500 Index Admiral Fund | Common Collective Trusts | — | — | $2.9M | 9.4% | |
| ASSOCIATED STABLE VALUE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6571683 / PN 001 | Common Collective Trust | — | — | $2.6M | 8.2% | |
| Vanguard Target Retirement 2045 Fund | Mutual Funds | — | — | $2.2M | 7.1% | |
| American EuroPacific Growth Fund | Other securities | — | — | $2.0M | 6.3% | |
| Vanguard Mid-Cap Index Admiral Fund | Mutual Funds | — | — | $1.7M | 5.4% | |
| Vanguard Target Retirement 2030 Fund | Mutual Funds | — | — | $1.6M | 5.0% | |
| ASSOCIATED CORE BOND FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 90-0186734 / PN 001 | Common Collective Trust | — | — | $1.4M | 4.6% | |
| Wasatch Core Growth Fund | Other securities | — | — | $1.2M | 3.9% | |
| MONEY MARKET COMMON TR FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 52-7241044 / PN 001 | Common Collective Trust | — | — | $934K | 3.0% | |
| ASSOC GROWTH LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771936 / PN 001 | Common Collective Trust | — | — | $929K | 3.0% | |
| Vanguard Target Retirement 2035 Fund | Mutual Funds | — | — | $853K | 2.7% | |
| Vanguard Target Retirement 2055 Fund | Mutual Funds | — | — | $712K | 2.3% | |
| Goldman Sachs Growth Opportunities Fund | Other securities | — | — | $711K | 2.3% | |
| Vanguard Target Retirement 2025 Fund | Mutual Funds | — | — | $524K | 1.7% | |
| Vanguard Target Retirement 2040 Fund | Mutual Funds | — | — | $522K | 1.7% | |
| Participant Loans * Participants Rates from 5.25 to 10.50% - | Bonds / Notes | — | — | $451K | 1.4% | |
| Vanguard Target Retirement 2060 Fund | Mutual Funds | — | — | $410K | 1.3% | |
| Vanguard Target Retirement 2050 Fund | Mutual Funds | — | — | $380K | 1.2% | |
| Vanguard Target Retirement 2065 Fund | Mutual Funds | — | — | $282K | 0.9% | |
| ASSOCIATED BALANCED LIFESTAGE FUND ASSOCIATED TRUST COMPANY, N.A. · EIN 39-6771933 / PN 001 | Common Collective Trust | — | — | $269K | 0.9% | |
| Harbor Small Cap Growth Fund | Other securities | — | — | $228K | 0.7% | |
| Vanguard Target Retirement 2020 Fund | Mutual Funds | — | — | $227K | 0.7% | |
| Vanguard Small Cap Index Admiral Fund | Mutual Funds | — | — | $197K | 0.6% | |
| Invesco Oppenheimer Developing Markets Fund | Mutual Funds | — | — | $131K | 0.4% | |
| Royce Funds Pennsylvania Mutual Fund | Other securities | — | — | $93K | 0.3% | |
| Virtus Ceredex Mid Cap Value Equity Fund | Other securities | — | — | $90K | 0.3% | |
| Vanguard Target Retirement Income Fund | Mutual Funds | — | — | $53K | 0.2% | |
| Templeton Global Bond Fund | Mutual Funds | — | — | $15K | <0.1% | |
| Vanguard Target Retirement 2070 Fund | Mutual Funds | — | — | $8K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
