Original filing (PDF)20250918105649NAL0000621539001

CHARLES E. MILLARD, INC.

Name: CHARLES E. MILLARD, INC. — CHARLES E. MILLARD, INC. 401(K) PLAN, Form 5500 (2024)
Creator: CHARLES E. MILLARD, INC.

Form 5500-SF

FILING_RECEIVED

CHARLES E. MILLARD, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CHARLES E. MILLARD, INC..

Plan sponsor

Name

CHARLES E. MILLARD, INC.

EIN

81-4648525

Address

93 GOODING AVENUE · PO BOX 566 · BRISTOL, RI · 02809

Phone

(401) 254-0111

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

2025-09-18

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

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)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Construction plans

VALLE HOMES OF NORTHWEST OHIO

VALLE HOMES 401(K) PLAN

$2.4M · 9 participants

APPLEBY SYSTEMS, INC.

APPLEBY SYSTEMS, INC. EMPLOYEES RETIREMENT PLAN

$2.4M · 17 participants

NEWBUILT, LLC

NEWBUILT, LLC 401(K) PLAN

$2.4M · 19 participants

HARTFORD HOMES LLC

HARTFORD HOMES, LLC 401K PLAN

$2.4M · 50 participants

GRAHAM VANNOY CONSTRUCTION COMPANY, LLC

GRAHAM VANNOY CONSTRUCTION COMPANY, LLC 401(K) PLAN

$2.4M · 14 participants