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Original filing (PDF)20241015160324NAL0029035761005
BOT, MILLWRIGHTS PENSION PLAN
Form 5500
FILING_RECEIVED
MILLWRIGHTS PENSION PLAN
Defined-contribution retirement plan
Active participants
0
Accounts w/ balance
0
Plan assets (EOY)
$0
Net assets (EOY)
$0
How this plan invests
This plan
3 collective trusts
Schedule D
Individual securities
on each trust's filing
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for BOT, MILLWRIGHTS PENSION PLAN.
Plan sponsor
Name
BOT, MILLWRIGHTS PENSION PLAN
EIN
75-1810302
Address
1600 HIGHWAY 6 SOUTH, STE 340 · SUGAR LAND, TX · 77478
Phone
(972) 943-9559
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-10-01
Tax period
2023-12-31
Filed
2024-10-15
Pension benefit codes
2C · Money purchase (other than target benefit)
Audit & trust (Schedule H)
Auditor
CALIBRE CPA GROUP PLLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
5 rowsOther
5| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STEPHENS VALUATION SYSTEMS | 75-1761182 | — | NONE | $33K | — |
| ZENITH AMERICAN SOLUTIONS | 52-1590516 | — | NONE | $18K | — |
| INVESTMENT PERFORMANCE SERVICES | — | SAVANNAH, GA | NONE | $13K | — |
| WEDGE CAPITAL MANAGEMENT, LLP | — | CHARLOTTE, NC | NONE | $9K | — |
| LOPER LAW, LLC | — | MOBILE, AL | NONE | $5K | — |
Investments
3 pooled funds· $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.
103-12 Investment Entity
$0
1 holding
Common Collective Trust
$0
2 holdings
| Investment | Type | Current value | % of plan |
|---|---|---|---|
| HARDMAN JOHNSTON INTERNATIONAL EQUI HARDMAN JOHNSTON GLOBAL ADVISORS LL · EIN 26-6493485 / PN 001 | 103-12 Investment Entity | $0 | — |
| NORTHERN TRUST COLLECTIVE RUSSELL 1 NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 099 | Common Collective Trust | $0 | — |
| NORTHERN TRUST COLLECTIVE SHORT TER NORTHERN TRUST INVESTMENTS, INC. · EIN 45-6138589 / PN 084 | Common Collective Trust | $0 | — |
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