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Original filing (PDF)20250919220114NAL0001245363007
MILL INDUSTRIES INC.
Form 5500
FILING_RECEIVED
MILL INDUSTRIES 401(K) PLAN
401(k) retirement plan
Signals · 1
45% in single holding
Active participants
119
Accounts w/ balance
158
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
39 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
95
/ 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
77
Total plan cost
100
Vendor stack
100
Participation health
100
Knocking points off
- Top holding "Vanguard Total Stock Market Index Fund Admiral Shares" is 45% of plan.
Helping the score
- Below-peer total fees (8 bps vs 52 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILL INDUSTRIES INC..
Plan sponsor
Name
MILL INDUSTRIES INC.
EIN
85-1361798
Address
950 ELM AVENUE · SUITE 200 · SAN BRUNO, CA · 94066
Phone
(415) 862-4394
Industry
Professional & Technical Servicessee all
Plan administrator
Name
GUIDELINE RK, LLC
EIN
30-1418950
City
BURLINGAME, CA
Phone
(888) 228-3491
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
FRANK, RIMERMAN + CO. LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GUIDELINE, INC. | 47-4474775 | — | RECORDKEEPER | $5K | — |
Investments
38 direct securities· $6.4M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund Admiral Shares | — | — | — | $2.9M | 45.2% | |
| Vanguard Developed Markets Index Fund Admiral Shares | — | — | — | $988K | 15.4% | |
| Vanguard Total Bond Market Index Fund Admiral Shares | — | — | — | $754K | 11.8% | |
| Vanguard Emerging Markets Stock Index Fund Admiral Shares | — | — | — | $511K | 8.0% | |
| Vanguard Real Estate Index Fund Admiral Shares | — | — | — | $286K | 4.5% | |
| Vanguard Total International Bond Index Fund Admiral Shares | — | — | — | $256K | 4.0% | |
| Vanguard 500 Index Fund Admiral Shares | — | — | — | $137K | 2.1% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $92K | 1.4% | |
| Vanguard Information Technology Index Fund Admiral Shares | — | — | — | $79K | 1.2% | |
| Vanguard Global ex-U.S. Real Estate Index Fund Admiral Shares ** 392 Vanguard Growth Index Fund Admiral Shares | — | — | — | $59K | 0.9% | |
| Non-Interest Bearing Cash | — | — | $57K | $57K | 0.9% | |
| Vanguard Total International Stock Index Fund Admiral Shares | — | — | — | $43K | 0.7% | |
| Participant Loans Receivable - 3 loans outstanding with interest rates ranging from 8.50% to 8.75% | — | — | — | $37K | 0.6% | |
| Vanguard Value Index Fund Admiral Shares | — | — | — | $28K | 0.4% | |
| Vanguard Small-Cap Value Index Fund Admiral Shares | — | — | — | $19K | 0.3% | |
| Vanguard Mid-Cap Index Fund Admiral Shares | — | — | — | $18K | 0.3% | |
| Vanguard FTSE All-World ex-US Index Fund Admiral Shares | — | — | — | $17K | 0.3% | |
| Vanguard Large-Cap Index Fund Admiral Shares | — | — | — | $14K | 0.2% | |
| Vanguard Mid-Cap Value Index Fund Admiral Shares | — | — | — | $12K | 0.2% | |
| Vanguard Health Care Index Fund Admiral Shares | — | — | — | $11K | 0.2% | |
| Vanguard Small-Cap Growth Index Fund Admiral Shares | — | — | — | $10K | 0.2% | |
| Vanguard Small-Cap Index Fund Admiral Shares | — | — | — | $9K | 0.1% | |
| Vanguard European Stock Index Fund Admiral Shares | — | — | — | $8K | 0.1% | |
| Vanguard Energy Index Fund Admiral Shares | — | — | — | $8K | 0.1% | |
| Vanguard Utilities Index Fund Admiral Shares | — | — | — | $7K | 0.1% | |
| Vanguard Materials Index Fund Admiral Shares | — | — | — | $6K | <0.1% | |
| Vanguard Intermediate-Term Bond Index Fund Admiral Shares | — | — | — | $5K | <0.1% | |
| Vanguard Extended Market Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Mid-Cap Growth Index Fund Admiral Shares | — | — | — | $4K | <0.1% | |
| Vanguard Short-Term Inflation-Protected Securities Index Fund | — | — | — | $4K | <0.1% | |
| Vanguard International Dividend Appreciation Index Fund Adm | — | — | — | $4K | <0.1% | |
| Vanguard Communication Services Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Federal Money Market Fund | — | — | — | $3K | <0.1% | |
| Vanguard High Dividend Yield Index Fund Admiral Shares | — | — | — | $3K | <0.1% | |
| Vanguard Dividend Appreciation Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Long-Term Bond Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Pacific Stock Index Fund Admiral Shares | — | — | — | $2K | <0.1% | |
| Vanguard Financials Index Fund Admiral Shares | — | — | — | $2K | <0.1% |
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