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Original filing (PDF)20250925165436NAL0003655843001
MILE TWO, LLC
Form 5500
FILING_RECEIVED
MILE TWO 401(K) PLAN
401(k) retirement plan
Active participants
85
Accounts w/ balance
123
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
26 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 MILE TWO, LLC.
Plan sponsor
Name
MILE TWO, LLC
EIN
47-4094933
Address
601 E 3RD STREET · DAYTON, OH · 45402
Phone
(703) 973-1816
Industry
Professional & Technical Servicessee 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
2025-09-25
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BRIXEY & MEYER, INC.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $20K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MGMT CO | — | MILWAUKEE, WI | INVESTMENT ADVISOR | $16K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | — | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $227 | — |
Investments
26 direct securities· $7.7M(97% of reported assets)
Uncategorized
$7.7M
25 holdings
Mutual Funds
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FIDELITY FREEDOM INDEX 2055 INSTL PREM Mutual Fund | — | — | — | $1.2M | 14.6% | |
| FIDELITY FREEDOM INDEX 2060 INSTL PREM Mutual Fund | — | — | — | $1.1M | 13.9% | |
| FIDELITY FREEDOM INDEX 2045 INSTL PREM Mutual Fund | — | — | — | $974K | 12.2% | |
| FIDELITY FREEDOM INDEX 2050 INSTL PREM Mutual Fund | — | — | — | $921K | 11.6% | |
| ISHARES S&P 500 INDEX K Mutual Fund | — | — | — | $565K | 7.1% | |
| FIDELITY FREEDOM INDEX 2040 INSTL PREM Mutual Fund | — | — | — | $533K | 6.7% | |
| FIDELITY FREEDOM INDEX 2030 INSTL PREM Mutual Fund | — | — | — | $469K | 5.9% | |
| FIDELITY TOTAL MARKET INDEX Mutual Fund | — | — | — | $467K | 5.9% | |
| FIDELITY FREEDOM INDEX 2035 INSTL PREM Mutual Fund | — | — | — | $361K | 4.5% | |
| DFA US LARGE CAP GROWTH INSTL Mutual Fund | — | — | — | $258K | 3.2% | |
| FIDELITY MID CAP GROWTH INDEX Mutual Fund | — | — | — | $149K | 1.9% | |
| DFA US SMALL CAP GROWTH INSTL Mutual Fund | — | — | — | $123K | 1.5% | |
| FIDELITY MID CAP INDEX Mutual Fund | — | — | — | $97K | 1.2% | |
| MFS TOTAL RETURN BOND R6 Mutual Fund | — | — | — | $92K | 1.2% | |
| DFA LARGE CAP INTERNATIONAL I Mutual Fund | — | — | — | $90K | 1.1% | |
| ISHARES RUSSELL 2000 SMALL-CAP INDEX K Mutual Fund | — | — | — | $76K | 1.0% | |
| FIDELITY FREEDOM INDEX 2065 INSTL PREM Mutual Fund | — | — | — | $63K | 0.8% | |
| Fully Benefit Responsive Investment Contracts EI FIXED ACCOUNT SERIES CLASS I Insurance General Account | — | — | — | $53K | 0.7% | |
| JPMORGAN MID CAP EQUITY R6 Mutual Fund ** 521 AMERICAN FUNDS AMERICAN MUTUAL R6 Mutual Fund | — | — | — | $50K | 0.6% | |
| FIDELITY MID CAP VALUE INDEX Mutual Fund | — | — | — | $38K | 0.5% | |
| DFA US SMALL CAP VALUE I Mutual Fund | — | — | — | $28K | 0.4% | |
| AMERICAN FUNDS EUROPACIFIC GR R6 Mutual Fund ** 990 DFA EMERGING MARKETS I Mutual Fund | — | — | — | $27K | 0.3% | |
| FIDELITY FREEDOM INDEX INC INSTL PREM Mutual Fund ** 747 FIDELITY FREEDOM INDEX 2025 INSTL PREM Mutual Fund | Mutual Funds | — | — | $16K | 0.2% | |
| DFA REAL ESTATE SECURITIES I Mutual Fund | — | — | — | $13K | 0.2% | |
| JPMORGAN US EQUITY R6 Mutual Fund | — | — | — | $6K | <0.1% | |
| AMERICAN FUNDS AMERICAN BALANCED R6 Mutual Fund ** 479 DFA INFLATION-PROTECTED SECURITIES I Mutual Fund ** 859 FIDELITY INTERNATIONAL BOND INDEX Mutual Fund | — | — | — | $3K | <0.1% |
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