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Original filing (PDF)20250917113503NAL0000467683001
MILLSTONE WEBER, LLC
Form 5500
FILING_RECEIVED
MILLSTONE WEBER, LLC RETIREMENT SAVINGS PLAN
401(k) retirement plan
Active participants
132
Accounts w/ balance
149
Plan assets (EOY)
$29.7M
Net assets (EOY)
$29.7M
How this plan invests
This plan
22 pooled trusts
Schedule D
22 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLSTONE WEBER, LLC.
Plan sponsor
Name
MILLSTONE WEBER, LLC
EIN
46-5342336
Address
601 FOUNTAIN LAKES BLVD. · ST. CHARLES, MO · 63301
Phone
(636) 949-0038
Industry
Constructionsee 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
2025-09-17
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)
Auditor
LOPATA, FLEGEL & COMPANY, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY O | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $46K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES INC | — | ST PETERSBURG, FL | INVESTMENT ADVISOR | $46K | — |
Investments
22 pooled funds· $26.5M(89% 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
$21.0M
15 holdings
Common Collective Trust
$5.6M
7 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $4.1M | 13.7% | |
| BLACKROCK EQUITY INDEX 1 GREAT GRAY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $4.0M | 13.5% | |
| T. ROWE PRICE NEW HORIZONS T. ROWE PRICE · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $3.3M | 11.0% | |
| MFS GROWTH R3 MFS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $2.6M | 8.7% | |
| MASSMUTUAL SELECT TRP RET 2050 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.8M | 6.1% | |
| MASSMUTUAL SELECT TRP RET 2020 I MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.6M | 5.3% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.5M | 5.1% | |
| VANGUARD MID CAP INDEX ADMIRAL VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $1.4M | 4.8% | |
| INVESCO COMSTOCK A INVESCO · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $1.1M | 3.6% | |
| VANGUARD INTERNATIONAL GROWTH ADM VANGUARD · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $923K | 3.1% | |
| MASSMUTUAL CORE BOND R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $814K | 2.7% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $661K | 2.2% | |
| MFS INTERNATIONAL NEW DISCOVERY A MFS · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $545K | 1.8% | |
| BLACKROCK EAFE EQUITY INDEX FEE CL GREAT GRAY · EIN 20-3802495 / PN 007 | Common Collective Trust | — | $445K | $482K | 1.6% | |
| BLACKROCK RUSSELL 2000 INDEX FUND R GREAT GRAY · EIN 20-3802587 / PN 004 | Common Collective Trust | — | — | $342K | 1.1% | |
| MASSMUTUAL HIGH YIELD R5 MASSMUTUAL · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $319K | 1.1% | |
| WELLS FARGO SPECIAL MID CAP VALUE A ALLSPRING GLOBAL INVESTMENTS · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $297K | 1.0% | |
| MYWAYRETIREMENT SMALL CAP VALUE FD GREAT GRAY · EIN 85-3975085 / PN 000 | Common Collective Trust | — | — | $228K | 0.8% | |
| BLACKROCK U.S. DEBT INDEX 1 GREAT GRAY · EIN 20-3802445 / PN 010 | Common Collective Trust | — | $177K | $192K | 0.6% | |
| MYWAYRETIREMENT SMALL CAP GROWTH FD GREAT GRAY · EIN 83-3963451 / PN 000 | Common Collective Trust | — | — | $177K | 0.6% | |
| MYWAYRETIREMENT INTL VALUE FUND CL COLUMBIA FUNDS SERVICES, INC. · EIN 38-4126285 / PN 000 | Common Collective Trust | — | — | $154K | 0.5% | |
| MASSMUTUAL SELECT TRP RETIREMENT 20 MASSMUTUAL · EIN 90-0779283 / PN 000 | Pooled Separate Account | — | — | $69K | 0.2% |
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