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Original filing (PDF)20251013151904NAL0002296384001
MILLAR INC.
Form 5500
FILING_RECEIVED
MILLAR, INC. 401(K) PLAN
401(k) retirement plan
Active participants
119
Accounts w/ balance
125
Plan assets (EOY)
$8.0M
Net assets (EOY)
$8.0M
How this plan invests
This plan
1 pooled trust
Schedule D
27 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 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLAR INC..
Plan sponsor
Name
MILLAR INC.
EIN
74-1699806
Address
11950 N SPECTRUM BLVD · PEARLAND, TX · 77047
Phone
(832) 667-7104
Industry
Manufacturingsee 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
2025-10-13
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CALVETTI FERGUSON, P.C.
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 | $2K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
Investments
27 direct securities · 1 pooled fund· $8.5M(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
$8.0M
27 holdings
Common Collective Trust
$508K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund (i) | — | — | — | $2.0M | 25.1% | |
| T. Rowe Price Retirement 2055 Fund (i) | — | — | — | $701K | 8.8% | |
| T. Rowe Price Retirement 2030 Fund Advisor Class (i) | — | — | — | $690K | 8.7% | |
| Fidelity Investments Fidelity Advisor Stable Value Portfolio Fund (i) | — | — | — | $545K | 6.8% | |
| FA STABLE VALUE II FIDELITY MANAGEMENT TRUST COMPANY · EIN 04-3022712 / PN 026 | Common Collective Trust | — | — | $508K | 6.4% | |
| T. Rowe Price Retirement 2035 Fund (i) | — | — | — | $471K | 5.9% | |
| T. Rowe Price Retirement 2025 Fund (i) | — | — | — | $391K | 4.9% | |
| American Funds Washington Mutual Investors Fund R4 (i) | — | — | — | $317K | 4.0% | |
| Fidelity Investments Total Bond Fund - Class I | — | — | — | $300K | 3.8% | |
| MFS International Diversified R6 | — | — | — | $290K | 3.6% | |
| T. Rowe Price Retirement Balanced Adv Fund (i) 366 T. Rowe Price Retirement 2020 Fund Advisor Class (i) | — | — | — | $281K | 3.5% | |
| T. Rowe Price Retirement 2040 Fund Advisor Class (i) | — | — | — | $266K | 3.3% | |
| Fidelity Investments Small Cap Growth Fund A (i) | — | — | — | $254K | 3.2% | |
| various maturity dates through 2029. | — | — | — | $239K | 3.0% | |
| Federated Hermes MDT Mid Cap Growth Fund Class A Shares (i) | — | — | — | $179K | 2.2% | |
| Fidelity Investments Small Cap Index Fund (i) | — | — | — | $172K | 2.2% | |
| Fidelity Investments Government Money Market Prime Fund (i) | — | — | — | $168K | 2.1% | |
| T. Rowe Price Retirement 2050 Fund (i) | — | — | — | $138K | 1.7% | |
| Cohen & Steers C&S Real Estate A (i) | — | — | — | $94K | 1.2% | |
| MFS Growth R3 Fund (i) | — | — | — | $93K | 1.2% | |
| T. Rowe Price Retirement 2045 Fund (i) | — | — | — | $88K | 1.1% | |
| Fidelity Investments Worldwide A (i) | — | — | — | $73K | 0.9% | |
| Franklin Resources Putnam Large Cap Value Fund | — | — | — | $67K | 0.8% | |
| American Funds ST Government Bond A | — | — | — | $58K | 0.7% | |
| Fidelity Investments Strategic Income Fund A (i) | — | — | — | $58K | 0.7% | |
| John Hancock Disciplined Value Mid Cap R2 Fund (i) | — | — | — | $55K | 0.7% | |
| T. Rowe Price Retirement 2015 Fund (i) | — | — | — | $9K | 0.1% | |
| Victory Capital Small Company Opportunity Fund A (i) | — | — | — | $7K | <0.1% |
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