Original filing (PDF)20250630104155NAL0011718113001

MILLER & HOLMES, INC. D/B/A M & H G

Name: MILLER & HOLMES, INC. D/B/A M & H G — MILLER & HOLMES, INC. 401(K) PLAN, Form 5500 (2024)
Creator: MILLER & HOLMES, INC. D/B/A M & H G

Form 5500-SF

FILING_RECEIVED

MILLER & HOLMES, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

144

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan health score (directional)

/ 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

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER & HOLMES, INC. D/B/A M & H G.

Plan sponsor

Name

MILLER & HOLMES, INC. D/B/A M & H G

EIN

41-0633673

Address

2311 O'NEIL ROAD · HUDSON, WI · 54016

Phone

(715) 377-1730

Industry

Retail Tradesee 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

2025-06-30

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)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Retail Trade plans

GREGORY M. PARKER, INC.

GREGORY M. PARKER, INC. 401K PLAN

$5.8M · 810 participants

COFFEE CUP FUEL STOPS & CONVENIENCE STORES, INC.

COFFEE CUP EMPLOYEE'S 401(K) RETIREMENT SAVINGS PLAN

$7.1M · 147 participants

VICTORY MARKETING, LLC

VICTORY MARKETING, LLC 401(K) PROFIT SHARING PLAN

$5.3M · 980 participants

LASSUS BROS. OIL, INC.

LASSUS BROS. OIL, INC. 401(K) PROFIT SHARING PLAN

$7.7M · 366 participants

CLARK'S KWIK STOP, INC.

CLARK'S KWIK STOP, INC. CASH BALANCE PLAN