Melissa Stegall signed Miller Transportation, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miller Transportation, Inc.'s EIN is 61-0922062.
Download the official 2024 Form 5500 (PDF) for Miller Transportation, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miller Transportation, Inc.'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 |
|---|---|---|---|---|---|
| CHARLES SCHWAB AND COMPANY | 94-1737782 | — | CUSTODIAN | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| WELLINGTON CONSULTING SERVICES, INC | 54-1620949 | CHANTILLY, VA | INVESTMENT ADVISORY | $46K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Schwab Total Stock Marke | Mutual Funds | — | — | $2.2M | 29.8% | |
| Schwab S&P 500 Index | Common Collective Trusts | — | — | $775K | 10.6% | |
| Schwab Us Aggregate Bond | Mutual Funds | — | — | $756K | 10.4% | |
| Schwab Short-Term Bond I | Mutual Funds | — | — | $480K | 6.6% | |
| Schwab Value Advantage M | Mutual Funds | — | — | $415K | 5.7% | |
| Money Market Funds * Schwab Money Fund | Mutual Funds | — | — | $349K | 4.8% | |
| Schwab Us Large-Cap Gro 600 * Schwab US LARGE-CAP VAL 161 * Schwab US MID-CAP INDEX 163 * Schwab Fdmtl Emerg Mkts | Mutual Funds | — | — | $303K | 4.2% | |
| Schwab Scwab Fdmtl Intl Lg Co 146 * Schwab Fundamental Globa 193 * Schwab International Ind | Mutual Funds | — | — | $279K | 3.8% | |
| Schwab Small Cap Index | Mutual Funds | — | — | $227K | 3.1% | |
| First Eagle First Eagle Global A | Other securities | — | — | $222K | 3.0% | |
| Cohen & Steers Cohen & Steers Realty Sh | Other securities | — | — | $189K | 2.6% | |
| Blackrock Global Allocat | Other securities | — | — | $181K | 2.5% | |
| Nvidia Corp | Common Stocks | — | — | $134K | 1.8% | |
| Powershares QQQ Trust | Other securities | — | — | $102K | 1.4% | |
| Apple Inc | Common Stocks | — | — | $100K | 1.4% | |
| Schwab Target 2040 Index | Mutual Funds | — | — | $78K | 1.1% | |
| American 2050 American Funds 2050 Target | Mutual Funds | — | — | $50K | 0.7% | |
| American 2060 American Funds 2060 Target | Mutual Funds | — | — | $50K | 0.7% | |
| Microsoft Corp | Common Stocks | — | — | $42K | 0.6% | |
| Amazon Amazon.Com Inc | Common Stocks | — | — | $33K | 0.5% | |
| Boeing Co | Common Stocks | — | — | $27K | 0.4% | |
| Payapl Paypal Holdings Incorpor | Common Stocks | — | — | $26K | 0.4% | |
| Eqt Exxon Mobil Corp | Common Stocks | — | — | $25K | 0.3% | |
| Neuberger Berman Genesis | Other securities | — | — | $22K | 0.3% | |
| Shares of Registered Investment Companies Alibaba Group Hldg Ltd F | Common Stocks | — | — | $17K | 0.2% | |
| General Motors Co | Common Stocks | — | — | $16K | 0.2% | |
| Cenntro Elec Group 4 Chevron Corp | Common Stocks | — | — | $14K | 0.2% | |
| Target Corp | Common Stocks | — | — | $14K | 0.2% | |
| Schwab US Large Cap | Mutual Funds | — | — | $11K | 0.2% | |
| Marvell Tech Group | Common Stocks | — | — | $11K | 0.2% | |
| Carnival Corp F | Common Stocks | — | — | $10K | 0.1% | |
| Ford Motor Co | Common Stocks | — | — | $10K | 0.1% | |
| Pinduoduo Inc | Common Stocks | — | — | $10K | 0.1% | |
| Allegiant Travel Co | Common Stocks | — | — | $9K | 0.1% | |
| Tilray Inc 67 Verizon Communications Inc. | Common Stocks | — | — | $8K | 0.1% | |
| Coca-Cola The Coca-Cola Company | Common Stocks | — | — | $6K | <0.1% | |
| Virgin Galactic Virgin Galactic Hldgs In 29 Williams Companies | Common Stocks | — | — | $5K | <0.1% | |
| Medical Properties 395 Realty Incm Corp | Common Stocks | — | — | $5K | <0.1% | |
| ISHARES Bitcoin Ishares Bitcoin Tr | Other securities | — | — | $5K | <0.1% | |
| Comstock Mining Inc 160 Cracker Barrel Old Count | Common Stocks | — | — | $5K | <0.1% | |
| Gold Minishares Spdr Gold Minishares Etv | Other securities | — | — | $5K | <0.1% | |
| Gaming & Leisure Ppt | Other securities | — | — | $5K | <0.1% | |
| ISHARES Russell Ishares Russell 2000 | Common Collective Trusts | — | — | $5K | <0.1% | |
| Southwest Airlines | Other securities | — | — | $3K | <0.1% | |
| Beyond Meat Inc | Common Stocks | — | — | $3K | <0.1% | |
| Soundhound AI Inc | Common Stocks | — | — | $2K | <0.1% | |
| Bilibili Inc F | Common Stocks | — | — | $2K | <0.1% | |
| Nikola Corp 7 Nuscale Power Corp | Common Stocks | — | — | $2K | <0.1% | |
| American Airls Group | Common Stocks | — | — | $2K | <0.1% | |
| Lucid Group Inc 302 Marathon Patent Gp | Common Stocks | — | — | $2K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
