Miller & Chevalier, Chartered's EIN is 52-1212890.
Download the official 2024 Form 5500 (PDF) for Miller & Chevalier, Chartered from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miller & Chevalier, Chartered's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AVENIR CORPORATION | — | WASHINGTON, DC | INVESTMENT MANAGEMENT | $135K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL CUSTODY SOLUTIONS | — | WACO, TX | TRUSTEE | $17K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Institutional Index lnstl Mutual Fund N/R | Mutual Funds | — | — | $41.2M | 23.8% | |
| Harbor Capital Appreciation Instl Mutual Fund N/R | Other securities | — | — | $40.9M | 23.7% | |
| Principal Bank Self-Directed Brokerage N/R | Self-Directed Brokerage | — | — | $24.6M | 14.2% | |
| Vanguard lnstl Target Retirement 2030 Mutual Fund N/R | Mutual Funds | — | — | $9.4M | 5.4% | |
| American Funds EuroPacific Gr R6 Mutual Fund N/R | Mutual Funds | — | — | $8.7M | 5.1% | |
| TCW MetWest Total Return Bond Plan Mutual Fund N/R | Other securities | — | — | $6.7M | 3.9% | |
| Account Schwab Self-Direct Invest Fund V Self-Directed Brokerage N/R | Self-Directed Brokerage | — | — | $6.5M | 3.8% | |
| Vanguard lnstl Target Retirement 2040 Mutual Fund N/R | Mutual Funds | — | — | $6.3M | 3.6% | |
| Vanguard lnstl Target Retirement 2025 Mutual Fund N/R | Mutual Funds | — | — | $4.9M | 2.8% | |
| Account American Funds U.S. Govt Money Mkt Money Market Fund N/R | Mutual Funds | — | — | $4.5M | 2.6% | |
| Vanguard lnstl Target Retirement 2035 Mutual Fund N/R | Mutual Funds | — | — | $4.3M | 2.5% | |
| Vanguard lnstl Target Retirement 2050 Mutual Fund N/R | Mutual Funds | — | — | $3.9M | 2.2% | |
| Vanguard lnstl Target Retirement 2045 Mutual Fund N/R | Mutual Funds | — | — | $2.1M | 1.2% | |
| JHancock Disciplined Value R6 Mutual Fund N/R | Other securities | — | — | $1.5M | 0.8% | |
| Vanguard Total Intl Stock Index Adm Mutual Fund N/R | Mutual Funds | — | — | $1.3M | 0.7% | |
| American Beacon Small Cap Value R5 Mutual Fund N/R | Other securities | — | — | $991K | 0.6% | |
| Vanguard Total Bond Market Index Adm Mutual Fund N/R | Mutual Funds | — | — | $979K | 0.6% | |
| MFS Mid Cap Value R6 Mutual Fund N/R | Mutual Funds | — | — | $801K | 0.5% | |
| Vanguard Extended Market Index Adm Mutual Fund N/R | Mutual Funds | — | — | $685K | 0.4% | |
| Vanguard Target Retirement Income Mutual Fund N/R | Mutual Funds | — | — | $604K | 0.3% | |
| MassMutual Sel M/C Growth I Mutual Fund N/R | Other securities | — | — | $599K | 0.3% | |
| Vanguard lnstl Target Retirement 2055 Mutual Fund N/R | Mutual Funds | — | — | $478K | 0.3% | |
| Loomis Sayles Small Cap Growth N Mutual Fund N/R | Other securities | — | — | $318K | 0.2% | |
| Participant Loans Interest rates: 4.25% - 9.50% $0 | Bonds / Notes | — | — | $196K | 0.1% | |
| R6 Schwab Self-Direct Cash Fund V Money Market Fund N/R | Mutual Funds | — | — | $101K | <0.1% | |
| Vanguard lnstl Target Retirement 2020 Mutual Fund N/R | Mutual Funds | — | — | $85K | <0.1% | |
| Vanguard lnstl Target Retirement 2060 Mutual Fund N/R | Mutual Funds | — | — | $40K | <0.1% | |
| Vanguard lnstl Target Retirement 2065 Mutual Fund N/R | Mutual Funds | — | — | $3K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
