How big is Mills-Shellhammer & Associates, Inc.'s plan?

Mills-Shellhammer & Associates, Inc.'s plan reported $4.5M in assets and 12 participants for 2024.

Original filing (PDF)20260309095218NAL0002295347001

Mills-Shellhammer & Associates, Inc.

Name: Mills-Shellhammer & Associates, Inc. — Mills-Shellha, Form 5500 (2024)
Creator: Mills-Shellhammer & Associates, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mills-Shellhammer-Puetz & Associates, Inc. 401(k) Plan and Trust

401(k) retirement plan · Mills-Shellhammer & Associates, Inc.'s Mills-Shellhammer-Puetz & Associates, Inc. 401(k) Plan and Trust held $4.5M in plan assets for 12 participants in 2024.

Signals · 1

Late filing · 3.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

Plan identifiers

Mills-Shellhammer & Associates, Inc.'s EIN is 42-1334184.

EIN 42-1334184

Plan number 002

Plan year 2024

ACK ID 20260309095218NAL0002295347001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Mills-Shellhammer & Associates, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Mills-Shellhammer & Associates, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLS-SHELLHAMMER & ASSOCIATES, INC..

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off