Tammy Brannon signed J. Lee Milligan, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
J. Lee Milligan, Inc.'s EIN is 75-0971715.
Download the official 2024 Form 5500 (PDF) for J. Lee Milligan, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)J. Lee Milligan, Inc.'s plan includes a default investment (QDIA), profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.
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 | $13K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| LPL FINANCIAL LLC | 04-3046611 | — | ADVISOR | $34K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| DFA Global Allocation 25/75 Portfolio Institutional Class - | Mutual Funds | — | — | $4.8M | 44.2% | |
| Fidelity 500 Index Fund - | Common Collective Trusts | — | — | $1.3M | 11.9% | |
| Fidelity Extended Market Index Fund - | Common Collective Trusts | — | — | $983K | 9.1% | |
| Vanguard Total Bond Market Index Fund Admiral Shares - | Common Collective Trusts | — | — | $651K | 6.0% | |
| T. Rowe Price T. Rowe Price All-Cap Opportunities Fund - | Other securities | — | — | $592K | 5.5% | |
| Vanguard Short-Term Bond Index Fund Admiral Shares - | Common Collective Trusts | — | — | $397K | 3.7% | |
| DFA International Core Equity 2 Portfolio Institutional Class - | Mutual Funds | — | — | $375K | 3.5% | |
| DWS RREEF Real Assets Fund Institutional Class - | Other securities | — | — | $365K | 3.4% | |
| Columbia Dividend Income Fund Class S - | Other securities | — | — | $334K | 3.1% | |
| Fidelity Government Money Market Fund - | Mutual Funds | — | — | $304K | 2.8% | |
| Alliance Bernstein Alliance Bernstein Small Cap Growth Portfolio Class I - | Other securities | — | — | $96K | 0.9% | |
| PGIM Quantitative Solutions PGIM Quant Solutions Small-Cap Value Fund Class Z - | Other securities | — | — | $62K | 0.6% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
