Timothy Daugherty signed Millar Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Millar Inc.'s EIN is 74-1699806.
Download the official 2024 Form 5500 (PDF) for Millar Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Millar Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $2K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $0 | — |
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.
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity Investments 500 Index Fund (i) | Common Collective Trusts | — | — | $2.0M | 25.1% | |
| T. Rowe Price Retirement 2055 Fund (i) | Other securities | — | — | $701K | 8.8% | |
| T. Rowe Price Retirement 2030 Fund Advisor Class (i) | Other securities | — | — | $690K | 8.7% | |
| Fidelity Investments Fidelity Advisor Stable Value Portfolio Fund (i) | Stable Value | — | — | $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) | Other securities | — | — | $471K | 5.9% | |
| T. Rowe Price Retirement 2025 Fund (i) | Other securities | — | — | $391K | 4.9% | |
| American Funds Washington Mutual Investors Fund R4 (i) | Mutual Funds | — | — | $317K | 4.0% | |
| Fidelity Investments Total Bond Fund - Class I | Mutual Funds | — | — | $300K | 3.8% | |
| MFS International Diversified R6 | Mutual Funds | — | — | $290K | 3.6% | |
| T. Rowe Price Retirement Balanced Adv Fund (i) 366 T. Rowe Price Retirement 2020 Fund Advisor Class (i) | Other securities | — | — | $281K | 3.5% | |
| T. Rowe Price Retirement 2040 Fund Advisor Class (i) | Other securities | — | — | $266K | 3.3% | |
| Fidelity Investments Small Cap Growth Fund A (i) | Mutual Funds | — | — | $254K | 3.2% | |
| various maturity dates through 2029. | Other securities | — | — | $239K | 3.0% | |
| Federated Hermes MDT Mid Cap Growth Fund Class A Shares (i) | Other securities | — | — | $179K | 2.2% | |
| Fidelity Investments Small Cap Index Fund (i) | Common Collective Trusts | — | — | $172K | 2.2% | |
| Fidelity Investments Government Money Market Prime Fund (i) | Mutual Funds | — | — | $168K | 2.1% | |
| T. Rowe Price Retirement 2050 Fund (i) | Other securities | — | — | $138K | 1.7% | |
| Cohen & Steers C&S Real Estate A (i) | Other securities | — | — | $94K | 1.2% | |
| MFS Growth R3 Fund (i) | Mutual Funds | — | — | $93K | 1.2% | |
| T. Rowe Price Retirement 2045 Fund (i) | Other securities | — | — | $88K | 1.1% | |
| Fidelity Investments Worldwide A (i) | Mutual Funds | — | — | $73K | 0.9% | |
| Franklin Resources Putnam Large Cap Value Fund | Mutual Funds | — | — | $67K | 0.8% | |
| American Funds ST Government Bond A | U.S. Treasuries | — | — | $58K | 0.7% | |
| Fidelity Investments Strategic Income Fund A (i) | Mutual Funds | — | — | $58K | 0.7% | |
| John Hancock Disciplined Value Mid Cap R2 Fund (i) | Other securities | — | — | $55K | 0.7% | |
| T. Rowe Price Retirement 2015 Fund (i) | Other securities | — | — | $9K | 0.1% | |
| Victory Capital Small Company Opportunity Fund A (i) | Common Stocks | — | — | $7K | <0.1% |
