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Original filing (PDF)20250828051550NAL0010101953001
MIKEL, INC.
Form 5500
FILING_RECEIVED
MIKEL, INC. 401(K) PLAN
401(k) retirement plan
Active participants
217
Accounts w/ balance
300
Plan assets (EOY)
$19.1M
Net assets (EOY)
$19.1M
How this plan invests
This plan
3 pooled trusts
Schedule D
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MIKEL, INC..
Plan sponsor
Name
MIKEL, INC.
EIN
88-0445640
Address
2 CORPORATE PLACE · SUITE 103 · MIDDLETON, RI · 02842
Phone
(401) 846-0133
Industry
Engineering Services· Professional & Technical Servicessee 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
2025-08-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
KAHN LITWIN RENZA & CO. LTD.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $37K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MML INVESTORS SERVICES, INC. | 04-2746212 | — | INVESTMENT/FINANCIAL ADVI | $22K | — |
Investments
28 direct securities · 3 pooled funds· $18.9M(99% of reported assets)
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.
Registered Investment Companies
$17.9M
28 holdings
Common Collective Trust
$997K
3 holdings
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| FID 500 IND | Registered Investment Companies | — | — | $2.5M | 13.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 9.5% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.8M | 9.3% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $1.6M | 8.2% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 6.1% | |
| VANGUARD INFO TECH IDX ADMIRAL | Registered Investment Companies | — | — | $986K | 5.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $921K | 4.8% | |
| AMER FUNDS NEW PERSP R6 | Registered Investment Companies | — | — | $853K | 4.5% | |
| LARGE CAP GROWTH III - I1 WILMINGTON TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | — | $799K | 4.2% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $766K | 4.0% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $708K | 3.7% | |
| PIMCO INCOME FUND - INSTL | Registered Investment Companies | — | — | $623K | 3.3% | |
| FID ADV SM CAP GROWTH Z | Registered Investment Companies | — | — | $611K | 3.2% | |
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $556K | 2.9% | |
| VICTORY ESTABLISHED VALUE R6 | Registered Investment Companies | — | — | $528K | 2.8% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $437K | 2.3% | |
| VANGUARD INTL GRTH ADM | Registered Investment Companies | — | — | $385K | 2.0% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $361K | 1.9% | |
| JPMORGAN LARGE CAP VALUE R6 | Registered Investment Companies | — | — | $266K | 1.4% | |
| CALVERT EMERGING MARKETS EQ I | Registered Investment Companies | — | — | $229K | 1.2% | |
| AMF INFL LINKED BOND R6 | Registered Investment Companies | — | — | $172K | 0.9% | |
| STABLE VALUE FUND - R1 WILMINGTON TRUST · EIN 85-4031707 / PN 653 | Common Collective Trust | — | — | $165K | 0.9% | |
| VANGUARD DEV MKT INDEX ADMIRAL | Registered Investment Companies | — | — | $153K | 0.8% | |
| VANGUARD REAL ESTATE INDEX ADM | Registered Investment Companies | — | — | $125K | 0.7% | |
| VANGUARD SM CAP VAL INDEX ADM | Registered Investment Companies | — | — | $104K | 0.5% | |
| AMERFUNDS 2065 TARG DATERET R6 | Registered Investment Companies | — | — | $104K | 0.5% | |
| VANGUARD VALUE INDEX FUND ADMR | Registered Investment Companies | — | — | $85K | 0.4% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $81K | 0.4% | |
| MID CAP GROWTH FUND II R1 WILMINGTON TRUST COMPANY · EIN 38-7304118 / PN 001 | Common Collective Trust | — | — | $32K | 0.2% | |
| FIDELITY ADVISOR TOTAL BOND Z | Registered Investment Companies | — | — | $21K | 0.1% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $11K | <0.1% |
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