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Original filing (PDF)20250929143732NAL0011426097001
MILLER ZELL INC.
Form 5500
FILING_RECEIVED
MILLER ZELL INC. 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
298
Accounts w/ balance
395
Plan assets (EOY)
$51.1M
Net assets (EOY)
$51.1M
How this plan invests
This plan
1 pooled trust
Schedule D
46 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
Helping the score
- Below-peer total fees (3 bps vs 16 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER ZELL INC..
Plan sponsor
Name
MILLER ZELL INC.
EIN
58-1206501
Address
6100 FULTON INDUSTRIAL BLVD, SW · ATLANTA, GA · 30336
Phone
(404) 526-1416
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
2025-09-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SMITH AND HOWARD, PC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $1K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| CAMBRIDGE INVESTMENT RESEARCH | 42-1445429 | — | INVESTMENT ADVISOR | $12K | — |
Investments
44 direct securities · 1 pooled fund· $50.6M(99% 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
$49.6M
44 holdings
Common Collective Trust
$932K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Advisor Freedom 2035 Z | — | — | — | $5.4M | 10.6% | |
| Fidelity 500 Index | — | — | — | $4.9M | 9.6% | |
| Fidelity Advisor Freedom 2030 Z | — | — | — | $4.1M | 8.0% | |
| Fidelity Advisor Freedom 2040 Z | — | — | — | $4.0M | 7.8% | |
| Fidelity Advisor Freedom 2025 Z | — | — | — | $3.7M | 7.3% | |
| Fidelity Advisor Freedom 2045 Z | — | — | — | $3.5M | 6.8% | |
| Virtus S Focus Gr Is | — | — | — | $2.6M | 5.2% | |
| Franklin Dynatech Adv | — | — | — | $2.2M | 4.4% | |
| Fidelity Advisor Freedom 2050 Z | — | — | — | $2.2M | 4.2% | |
| John Hancock Enterprise I | — | — | — | $1.5M | 3.0% | |
| Fidelity Mid Cap Idx | — | — | — | $1.3M | 2.6% | |
| Fidelity Advisor Freedom 2055 Z | — | — | — | $1.2M | 2.4% | |
| Fidelity Advisor Freedom 2015 Z | — | — | — | $1.2M | 2.3% | |
| J.P. Morgan UM Behavioral Val L | — | — | — | $991K | 1.9% | |
| FA STABLE VALUE I FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $932K | 1.8% | |
| Fidelity Sm Cap Idx | — | — | — | $856K | 1.7% | |
| T. Rowe Price Retirement 2040 | — | — | — | $843K | 1.6% | |
| Participant loans Interest rates ranging from 4.25% to 9.50% 0 | — | — | — | $824K | 1.6% | |
| T. Rowe Price Retirement 2045 | — | — | — | $808K | 1.6% | |
| Blackrock Equity Div I | — | — | — | $713K | 1.4% | |
| PIMCO Income Inst | — | — | — | $675K | 1.3% | |
| Fidelity Intl Index | — | — | — | $635K | 1.2% | |
| T. Rowe Price Retirement 2025 | — | — | — | $606K | 1.2% | |
| Fidelity Advisor Freedom 2060 Z | — | — | — | $528K | 1.0% | |
| T. Rowe Price Retirement 2050 | — | — | — | $497K | 1.0% | |
| Fidelity Advisor Health Care I | — | — | — | $496K | 1.0% | |
| MFS Mid Cap Value R6 | — | — | — | $425K | 0.8% | |
| Fidelity Advisor Utilities I | — | — | — | $423K | 0.8% | |
| American Funds Balanced Fund R5e | — | — | — | $413K | 0.8% | |
| Columbia Dividend Inc I3 | — | — | — | $350K | 0.7% | |
| American Funds New World R5e | — | — | — | $339K | 0.7% | |
| Putnam Sm Cap Grth Y | — | — | — | $290K | 0.6% | |
| Dodge & Cox Income I | — | — | — | $285K | 0.6% | |
| Nuveen Real Estate I | — | — | — | $167K | 0.3% | |
| T. Rowe Price Retirement 2035 | — | — | — | $146K | 0.3% | |
| Fidelity Us Bond Idx | — | — | — | $129K | 0.3% | |
| Fidelity Advisor Freedom Inc Z | — | — | — | $108K | 0.2% | |
| Fidelity Advisor Freedom 2065 Z | — | — | — | $93K | 0.2% | |
| American Funds New Perspect R5e | — | — | — | $23K | <0.1% | |
| T. Rowe Price Retirement 2030 | — | — | — | $19K | <0.1% | |
| Fidelity Govt Mmkt | — | — | — | $14K | <0.1% | |
| T. Rowe Price Retirement 2055 | — | — | — | $13K | <0.1% | |
| T. Rowe Price Retirement 2060 | — | — | — | $8K | <0.1% | |
| PGIM High Yield R4 | — | — | — | $3K | <0.1% | |
| Fidelity Advisor Freedom 2070 Z | — | — | — | $2K | <0.1% |