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Original filing (PDF)20250929181548NAL0005176179001
MIZE CPAS INC.
Form 5500
FILING_RECEIVED
MIZE CPAS INC. 401(K) PLAN
401(k) retirement plan
Active participants
307
Accounts w/ balance
334
Plan assets (EOY)
$36.4M
Net assets (EOY)
$36.4M
How this plan invests
This plan
1 pooled trust
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
94
/ 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
75
Vendor stack
100
Participation health
100
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIZE CPAS INC..
Plan sponsor
Name
MIZE CPAS INC.
EIN
48-0882363
Address
TOWNSITE 2, 120 SE 6TH AVENUE · SUITE 200 · TOPEKA, KS · 66603
Phone
(785) 233-0536
Industry
CPA Offices· 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
2025-09-29
Pension benefit codes
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
2E · Profit-sharing
Audit & trust (Schedule H)
Auditor
PICKETT, CHANEY & MCMULLEN, LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $0 | — |
Investments
36 direct securities · 1 pooled fund· $36.4M(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.
Uncategorized
$33.7M
36 holdings
Common Collective Trust
$2.6M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Growth Company Mutual fund | — | — | — | $4.9M | 13.4% | |
| Vanguard 500 Index Admiral Mutual fund | — | — | — | $4.8M | 13.1% | |
| Matrix Trust Company Individually directed brokerage accounts | — | — | — | $3.4M | 9.3% | |
| RT METLIFE STABLE VL RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $2.6M | 7.2% | |
| Goldman Sachs GQG International Opps Mutual fund | — | — | — | $2.2M | 6.1% | |
| Vanguard Equity Income Inv Mutual fund | — | — | — | $2.1M | 5.8% | |
| Thornburg Global Opportunity Mutual fund | — | — | — | $1.9M | 5.2% | |
| PGIM Total Return Bond Mutual fund | — | — | — | $1.6M | 4.5% | |
| Vanguard Mid Cap Index Mutual fund | — | — | — | $1.4M | 4.0% | |
| American Funds American Balanced Mutual fund | — | — | — | $883K | 2.4% | |
| Fidelity Low Priced Stock Mutual fund | — | — | — | $866K | 2.4% | |
| Vanguard Mid-Cap Value Index Mutual fund | — | — | — | $820K | 2.3% | |
| Vanguard Target Retirement 2055 Mutual fund | — | — | — | $746K | 2.1% | |
| Vanguard International Value Mutual fund | — | — | — | $734K | 2.0% | |
| JPMorgan Mid Cap Growth Mutual fund | — | — | — | $616K | 1.7% | |
| Vanguard Short-Term Inv Grade Mutual fund | — | — | — | $601K | 1.7% | |
| Vanguard Small Cap Index Adm Mutual fund | — | — | — | $595K | 1.6% | |
| Parnassus Core Equity Mutual fund | — | — | — | $571K | 1.6% | |
| Vanguard Target Retirement 2050 Mutual fund | — | — | — | $522K | 1.4% | |
| Hartford World Bond Mutual fund | — | — | — | $518K | 1.4% | |
| Vanguard Target Retirement 2045 Mutual fund | — | — | — | $428K | 1.2% | |
| Vanguard Target Retirement 2025 Mutual fund | — | — | — | $411K | 1.1% | |
| BlackRock High Yield Bond Mutual fund | — | — | — | $398K | 1.1% | |
| Neuberger Berman Genesis Mutual fund | — | — | — | $383K | 1.1% | |
| Vanguard Target Retirement 2060 Mutual fund | — | — | — | $372K | 1.0% | |
| Vanguard Target Retirement 2030 Mutual fund | — | — | — | $347K | 1.0% | |
| Vanguard Small Cap Value Index Mutual fund | — | — | — | $315K | 0.9% | |
| Vanguard Target Retirement 2035 Mutual fund | — | — | — | $297K | 0.8% | |
| Notes Receivable from Participants 10.5% | — | — | — | $268K | 0.7% | |
| Vanguard Target Retirement 2040 Mutual fund | — | — | — | $259K | 0.7% | |
| Vanguard Short-Term Federal Fund Mutual fund | — | — | — | $232K | 0.6% | |
| Cohen & Steers Real Estate Mutual fund | — | — | — | $62K | 0.2% | |
| Vanguard Target Retirement 2065 Mutual fund | — | — | — | $53K | 0.1% | |
| Vanguard Target Retirement 2020 Mutual fund | — | — | — | $46K | 0.1% | |
| Fidelity Government Money Market Mutual fund | — | — | — | $34K | <0.1% | |
| DFA Large Cap International Mutual fund | — | — | — | $14K | <0.1% | |
| Fidelity Investments Individually directed brokerage accounts | — | — | — | $11K | <0.1% |
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