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Original filing (PDF)20251204154350NAL0001250355001
TOLM GROUP, INC.
Form 5500
FILING_RECEIVED
MILLER 401(K) PLAN
401(k) retirement plan
Signals · 2
Late filing · 0.6 moNo recordkeeper disclosed
Active participants
277
Accounts w/ balance
236
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
30 pooled trusts
Schedule D
53 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
91
/ 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
98
Concentration risk
100
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Filed 0.6 months past the 10.5-month grace window.
- No recordkeeper disclosed on Schedule C.
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 TOLM GROUP, INC..
Plan sponsor
Name
TOLM GROUP, INC.
EIN
71-0723061
Address
210 N. MOOSE STREET · P.O. BOX 1800 · MORRILTON, AR · 72110
Phone
(501) 354-6511
Industry
Constructionsee 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
2025-12-04
Pension benefit codes
2A · Age/service weighted or new comparability
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)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
HCJ CPAS & ADVISORS PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
27 direct securities · 30 pooled funds· $10.3M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Pooled Separate Account
$6.4M
30 holdings
Uncategorized
$4.0M
25 holdings
Real Estate
$5K
2 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| VANGUARD TARGET RET 2050 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 15.9% | |
| VANGUARD TARGET RET 2040 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1.0M | 15.7% | |
| VANGUARD TARGET RET 2055 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $737K | 11.6% | |
| Vanguard Target Retirement 2050 Interest in pooled separate accounts | — | — | — | $733K | 11.5% | |
| VANGUARD TARGET RET 2045 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $683K | 10.7% | |
| VANGUARD TARGET RET 2035 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $638K | 10.0% | |
| Vanguard Target Retirement 2055 Interest in pooled separate accounts | — | — | — | $556K | 8.7% | |
| Vanguard Target Retirement 2045 Interest in pooled separate accounts | — | — | — | $482K | 7.6% | |
| Vanguard Target Retirement 2035 Interest in pooled separate accounts | — | — | — | $471K | 7.4% | |
| VANGUARD TARGET RET 2025 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $453K | 7.1% | |
| VANGUARD TARGET RET 2030 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $411K | 6.5% | |
| VANGUARD TARGET RET 2060 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $356K | 5.6% | |
| VANGUARD TARGET RET 2065 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $345K | 5.4% | |
| Vanguard Target Retirement 2065 Interest in pooled separate accounts | — | — | — | $289K | 4.5% | |
| Vanguard Target Retirement 2030 Interest in pooled separate accounts | — | — | — | $267K | 4.2% | |
| Reliance MetLife Stable Value Fund Interest in pooled separate accounts | — | — | — | $263K | 4.1% | |
| Vanguard Target Retirement 2025 Interest in pooled separate accounts | — | — | — | $260K | 4.1% | |
| Vanguard Target Retirement 2060 Interest in pooled separate accounts | — | — | — | $238K | 3.7% | |
| RELIANCE METLIFE STABLE VALUE JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $190K | 3.0% | |
| 500 Index Fund Interest in pooled separate accounts | — | — | — | $159K | 2.5% | |
| 500 INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $150K | 2.4% | |
| VANGUARD TARGET RET INCOME JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $149K | 2.3% | |
| AB LARGE CAP GROWTH FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $74K | 1.2% | |
| Vanguard Target Retirement Income Interest in pooled separate accounts | — | — | — | $70K | 1.1% | |
| AF AMERICAN BALANCED FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $55K | 0.9% | |
| VANGUARD TARGET RET 2020 JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $41K | 0.6% | |
| American Funds American Balanced Fund Interest in pooled separate accounts | — | — | — | $38K | 0.6% | |
| American Funds New Worlds Fund Interest in pooled separate accounts ** 62 * AB Large Cap Growth Fund Interest in pooled separate accounts | — | — | — | $31K | 0.5% | |
| John Hancock Bond Fund Interest in pooled separate accounts | — | — | — | $27K | 0.4% | |
| Vanguard Target Retirement 2020 Interest in pooled separate accounts | — | — | — | $26K | 0.4% | |
| Cash | — | — | — | $16K | 0.3% | |
| FEDERATED HIGH YIELD BOND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $15K | 0.2% | |
| Federated Hermes Institutional High Yield Bond Fund Interest in pooled separate accounts | — | — | — | $15K | 0.2% | |
| MFS Value Fund Interest in pooled separate accounts ** 893 * iShares MSCI EAFE Growth ETF Interest in pooled separate accounts ** 246 * International Equity Index Fund Interest in pooled separate accounts | — | — | — | $14K | 0.2% | |
| JOHN HANCOCK BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $12K | 0.2% | |
| INTL EQUITY INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $9K | 0.1% | |
| AB Global Bond Fund Interest in pooled separate accounts | — | — | — | $8K | 0.1% | |
| DFA Inflation-Protected Securities Fund Interest in pooled separate accounts | — | — | — | $6K | <0.1% | |
| JOHN HANCOCLK MID CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| UNDISCOVERED MGR BEHAVIORAL JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $5K | <0.1% | |
| Small Cap Index Fund Interest in pooled separate accounts | — | — | — | $4K | <0.1% | |
| WisdomTree MidCap Dividend ETF Interest in pooled separate accounts ** 478 * Undiscovered Managers Behavioral Value Fund Interest in pooled separate accounts | — | — | — | $3K | <0.1% | |
| Mid Cap Index Fund Interest in pooled separate accounts | — | — | — | $3K | <0.1% | |
| John Hancock Mid Cap Growth Fund Interest in pooled separate accounts | — | — | — | $3K | <0.1% | |
| Securities Fund Interest in pooled separate accounts | Real Estate | — | — | $3K | <0.1% | |
| REAL EST. SECURITIES FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| SMALL CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $3K | <0.1% | |
| Invesco Small Cap Growth Fund Interest in pooled separate accounts | — | — | — | $3K | <0.1% | |
| MID CAP INDEX FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| MFS VALUE FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| Securities Fund Interest in pooled separate accounts | Real Estate | — | — | $2K | <0.1% | |
| INVESCO SMALL CAP GROWTH JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $2K | <0.1% | |
| AB GLABAL BOND FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $1K | <0.1% | |
| WISDOMTREE MIDCAP DIVIDEND ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $751 | <0.1% | |
| DFA INFLATION-PROTECTED SEC JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $363 | <0.1% | |
| ISHARE MSCI EAFE GROWTH ETF JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $341 | <0.1% | |
| AMERICAN FUNDS NEW WORLD FUND JOHN HANCOCK USA · EIN 01-0233346 / PN 000 | Pooled Separate Account | — | — | $65 | <0.1% |
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