LORI Altom signed Miller's, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miller's, Inc.'s EIN is 48-0646484.
Download the official 2024 Form 5500 (PDF) for Miller's, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miller's, Inc.'s plan includes a 401(k) feature, a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $11K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CREATIVE PLANNING LLC | 84-4519624 | — | ADVISOR | $14K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments Fidelity Freedom Index 2040 Premier | Mutual Funds | — | — | $10.0M | 17.1% | |
| Fidelity Investments Fidelity Freedom Index 2035 Premier | Mutual Funds | — | — | $7.6M | 13.0% | |
| Fidelity Investments Fidelity Freedom Index 2025 Premier | Mutual Funds | — | — | $7.1M | 12.1% | |
| Fidelity Investments Fidelity Freedom Index 2030 Premier | Mutual Funds | — | — | $6.4M | 11.0% | |
| Fidelity Investments Fidelity Freedom Index 2045 Premier | Mutual Funds | — | — | $5.3M | 9.0% | |
| Fidelity Investments Fidelity Freedom Index 2050 Premier | Mutual Funds | — | — | $3.7M | 6.3% | |
| Fidelity Investments Fidelity Freedom Index 2015 Premier | Mutual Funds | — | — | $3.6M | 6.2% | |
| Fidelity Investments Fidelity Freedom Index 2020 Premier | Mutual Funds | — | — | $3.4M | 5.8% | |
| Fidelity Investments Fidelity Freedom Index 2010 Premier | Mutual Funds | — | — | $2.3M | 3.9% | |
| Fidelity Investments Fidelity Freedom Index 2055 Premier | Mutual Funds | — | — | $1.9M | 3.3% | |
| Fidelity Investments Fidelity Freedom Index 2060 Premier | Mutual Funds | — | — | $1.1M | 2.0% | |
| Money Market Funds Vanguard Treasury Money Market Fund | Mutual Funds | — | — | $934K | 1.6% | |
| Fidelity Investments Fidelity Freedom Index 2065 Premier | Mutual Funds | — | — | $544K | 0.9% | |
| Fidelity Investments Fidelity Large Cap Growth Index | Mutual Funds | — | — | $500K | 0.9% | |
| Notes Receivable from Participants *Participant loans Participant loans, with interest rates from 7.50% to 8.50% | Bonds / Notes | — | — | $498K | 0.9% | |
| Fidelity Investments Fidelity 500 Index | Common Collective Trusts | — | — | $400K | 0.7% | |
| Fidelity Investments Fidelity US Bond Index | Mutual Funds | — | — | $133K | 0.2% | |
| Fidelity Investments Fidelity Mid Cap Index | Mutual Funds | — | — | $97K | 0.2% | |
| Fidelity Investments Fidelity International Index | Mutual Funds | — | — | $81K | 0.1% | |
| Fidelity Investments Fidelity Large Cap Value Index | Mutual Funds | — | — | $77K | 0.1% | |
| Fidelity Investments Fidelity Total Market Index | Common Collective Trusts | — | — | $36K | <0.1% | |
| Fidelity Investments Fidelity Multi Asset Index 893 *Fidelity Investments Fidelity Short-Term Trs Bond Index 83 *Fidelity Investments Fidelity Small Cap Index | Mutual Funds | — | — | $32K | <0.1% | |
| Federated Hermes Federated Hermes Instl High Yield Bond IS | Mutual Funds | — | — | $31K | <0.1% | |
| Fidelity Investments Fidelity Emerging Markets Index | Mutual Funds | — | — | $24K | <0.1% | |
| State Street State Street Balanced Index K 147 Vanguard LifeStrategy Growth Fund 28 Vanguard Real Estate Index Admiral | Mutual Funds | — | — | $24K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
