How big is Mills Group, Inc.'s plan?

Mills Group, Inc.'s plan reported $6.3M in assets and 231 participants for 2024.

Original filing (PDF)20251014161624NAL0001671347001

Mills Group, Inc.

Name: Mills Group, Inc. — Mills Group, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Mills Group, Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Mills Group, Inc. 401(k) Plan

401(k) retirement plan · Mills Group, Inc.'s Mills Group, Inc. 401(k) Plan held $6.3M in plan assets for 231 participants in 2024, with The Standard (StanCorp) as recordkeeper.

Signals · 1

~91 bps in Sched C fees

Active participants

231

Accounts w/ balance

265

Plan assets (EOY)

$6.3M

Net assets (EOY)

$6.3M

Plan identifiers

Mills Group, Inc.'s EIN is 43-1166720.

EIN 43-1166720

Plan number 001

Plan year 2024

ACK ID 20251014161624NAL0001671347001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Mills Group, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

1 pooled trust

Schedule D

32 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MILLS GROUP, INC.

EIN

all filings

Address

2650 SOUTH HANLEY, SUITE 200 · ST LOUIS, MO · 63144

Phone

(314) 266-5641

Industry

Real Estate

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

2025-10-14

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)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
STANCORP FINANCIAL GROUP	93-1253576	—	NONE	$38K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MONETA GROUP LLC	20-1903821	—	NONE	$19K	—

Investments

32 direct securities · 1 pooled fund· $11.3M(100% of reported assets)

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.

Pooled Separate Account

$6.2M

1 holding

Pooled Separate Accounts

$5.0M

30 holdings

Stable Value

$66K

1 holding

Bonds / Notes

$61K

1 holding

					% of plan
MASTER SEPARATE ACCOUNT MINNESOTA LIFE INSURANCE COMPANY · EIN 41-0417830 / PN 900	Pooled Separate Account	—	—	$6.2M	98.6%
Schwb Indexed Ret Tr Fd 2045 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$823K	13.1%
Schwb Indexed Ret Tr Fd 2040 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$731K	11.6%
Schwb Indexed Ret Tr Fd 2035 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$626K	10.0%
Schwb Indexed Ret Tr Fd 2055 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$519K	8.3%
Amer Funds Gro Fund of Amer Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$422K	6.7%
Schwb Indexed Ret Tr Fd 2025 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$330K	5.2%
Schwb Indexed Ret Tr Fd 2050 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$323K	5.1%
Fidelity 500 Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$214K	3.4%
Schwb Indexed Ret Tr Fd 2060 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$121K	1.9%
Fidelity Mid Cap Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$117K	1.9%
Am Fnds Washington Mutual R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$107K	1.7%
Retirement Advocate Aggressive Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$99K	1.6%
Retirement Advocate Moderate Conserv Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$85K	1.4%
Fidelity International Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$76K	1.2%
Retirement Advocate Moderate Aggressive Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$71K	1.1%
Morley Stable Value Cl 18 - V Pooled Separate Account N/A	Stable Value	—	—	$66K	1.1%
Notes Receivable from Participants Interest rates ranging from 4.25% - 9.50% N/A	Bonds / Notes	—	—	$61K	1.0%
Schwb Indexed Ret Tr FD 2065 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$58K	0.9%
Schwb Indexed Ret Tr Fd 2020 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$58K	0.9%
TR Price QM US Sm-Cap Gr Eq Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$46K	0.7%
Am Bcn Sm Cp Val Y Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$33K	0.5%
GMS EM eq Insights Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$27K	0.4%
Am Fnds Europacific Gr R6 Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$22K	0.4%
Schwb Indexed Ret Tr Fd 2015 I Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$17K	0.3%
Nub Brn Cor Bnd Inst Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$13K	0.2%
Ivy Mid Cap Growth Fund Cl Y Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$11K	0.2%
iShares Developed RE Idx K Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$10K	0.2%
Retirement Advocate Moderate Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$10K	0.2%
Fidelity Small Cap Index Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$10K	0.2%
JPMorgan Mid Cap Value L Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$5K	<0.1%
Oakmark Intl Sm Cap Instl Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$3K	<0.1%
Fid Inflation-Prot Bd Ind Pooled Separate Account N/A	Pooled Separate Accounts	—	—	$2K	<0.1%