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Original filing (PDF)20251024155056NAL0002744321001
MINGLEDORFF'S, INC.
Form 5500
FILING_RECEIVED
MINGLEDORFF'S, INC. SAVINGS INCENTIVE PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
716
Accounts w/ balance
831
Plan assets (EOY)
$135.7M
Net assets (EOY)
$135.7M
How this plan invests
This plan
1 pooled trust
Schedule D
40 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 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
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MINGLEDORFF'S, INC..
Plan sponsor
Name
MINGLEDORFF'S, INC.
EIN
58-0510851
Address
6675 JONES MILL COURT · PEACHTREE CORNERS, GA · 30092
Phone
(770) 239-2171
Industry
Wholesale Tradesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-24
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)
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
SMITH & HOWARD, P.C
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsOther
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES,INC | 34-1479833 | — | NONE | $156K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $118 | — |
Investments
36 direct securities · 1 pooled fund· $137.8M(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
$125.9M
35 holdings
OTHER
$9.9M
1 holding
Common Collective Trust
$2.0M
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RETIREMNT 2035 Registered Investment Company | — | — | — | $20.9M | 15.4% | |
| Vanguard Inst Target 2030 | — | — | — | $14.1M | 10.4% | |
| Vanguard Inst Target 2040 | — | — | — | $10.9M | 8.1% | |
| Vanguard Inst Target 2045 | — | — | — | $10.1M | 7.5% | |
| Self-Directed Brokerage Accounts | OTHER | — | — | $9.9M | 7.3% | |
| Vanguard 500 Index Admiral | — | — | — | $8.6M | 6.3% | |
| Vanguard Inst Target 2025 | — | — | — | $8.2M | 6.0% | |
| Vanguard Inst Target 2050 | — | — | — | $7.4M | 5.4% | |
| Amcent Ultra Fund CL R6 | — | — | — | $4.7M | 3.4% | |
| Vanguard Inst Target 2055 | — | — | — | $4.5M | 3.3% | |
| Vanguard Inst Target Income | — | — | — | $3.7M | 2.8% | |
| Vanguard Inst Target 2020 | — | — | — | $3.0M | 2.2% | |
| Vanguard Total Bond Market Index ADM | — | — | — | $2.5M | 1.8% | |
| Vanguard Inst Target 2060 | — | — | — | $2.3M | 1.7% | |
| Vanguard Total International Stock Index ADM | — | — | — | $2.3M | 1.7% | |
| VANGUARD TOT INTL STK IDX ADM Registered Investment Company | — | — | — | $2.3M | 1.7% | |
| PUTNAM STABLE VALUE FUND PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $2.0M | 1.5% | |
| JPMorgan Equity Income R6 | — | — | — | $2.0M | 1.5% | |
| BlackRock Inflation Protected Bond K | — | — | — | $1.7M | 1.3% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% 0 | — | — | — | $1.7M | 1.3% | |
| Vanguard Small Cap Index Admiral | — | — | — | $1.7M | 1.2% | |
| Vanguard Mid Cap Index Admiral | — | — | — | $1.7M | 1.2% | |
| GOLDMAN GLBL CORE FXD INC INST Registered Investment Company | — | — | — | $1.3M | 0.9% | |
| Goldman Sachs Global Income Instl | — | — | — | $1.3M | 0.9% | |
| Massmutual Select Mid Cap Growth I | — | — | — | $1.1M | 0.8% | |
| American Funds New World R6 | — | — | — | $1.1M | 0.8% | |
| Vanguard Intl Growth Admiral | — | — | — | $1.0M | 0.8% | |
| DFA International Core Equity | — | — | — | $1.0M | 0.7% | |
| American Beacon Small Cap Value Instl | — | — | — | $950K | 0.7% | |
| T. Rowe Price QM US Small Cap Growth Equity | — | — | — | $863K | 0.6% | |
| TROWE QM US SM CAP GRTH EQTY Registered Investment Company | — | — | — | $863K | 0.6% | |
| Victory Established Value I | — | — | — | $703K | 0.5% | |
| Federated Instl High Yield Bond | — | — | — | $585K | 0.4% | |
| Vanguard Inst Target 2065 | — | — | — | $433K | 0.3% | |
| Vanguard Inst Target 2070 | — | — | — | $183K | 0.1% | |
| Nationwide Cash Surrender Value of Life Insurance | — | — | — | $105K | <0.1% | |
| Guardian Cash Surrender Value of Life Insurance | — | — | — | $90K | <0.1% |
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