How big is Miller-Nicholson Inc.'s plan?

Miller-Nicholson Inc.'s plan reported $12.2M in assets and 215 participants for 2024.

Original filing (PDF)20251003155544NAL0003718098001

Miller-Nicholson Inc.

Name: Miller-Nicholson Inc. — Miller-Nicholson Retirement, Form 5500 (2024)
Creator: Miller-Nicholson Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

Miller-Nicholson Retirement Plan

401(k) retirement plan · Miller-Nicholson Inc.'s Miller-Nicholson Retirement Plan held $12.2M in plan assets for 215 participants in 2024, with Fidelity as recordkeeper.

Active participants

215

Accounts w/ balance

216

Plan assets (EOY)

$12.2M

Net assets (EOY)

$12.2M

People on this filing

Stuart LUND signed Miller-Nicholson Inc.'s 2024 Form 5500 as plan administrator.

Stuart LUND — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Miller-Nicholson Inc.'s EIN is 91-0524992.

EIN 91-0524992

Plan number 002

Plan year 2024

ACK ID 20251003155544NAL0003718098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Miller-Nicholson Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Miller-Nicholson Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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How this plan invests

This plan

36 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

100

Plan sponsor

Name

MILLER-NICHOLSON INC.

EIN

all filings

Address

P.O. BOX 84808 · SEATTLE, WA · 98124

Phone

(206) 382-8800

Industry

Retail Trade

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-03

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)

3H · Sponsor in controlled / affiliated group

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

1 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
FIDELITY INVESTMENTS INSTITUTIONAL	04-2647786	—	RECORDKEEPER	$21K	—

Investments

36 direct securities· $12.2M(100% of reported assets)

Mutual Funds

$9.8M

29 holdings

Common Collective Trusts

$2.2M

4 holdings

Participant loans

$243K

1 holding

Common Stocks

$4K

1 holding

U.S. Treasuries

$2K

1 holding

					% of plan
Fidelity 500 Index Funds Mutual fund	Common Collective Trusts	—	—	$1.4M	11.6%
Fidelity Freedom Index 2040 Fund IPR Mutual fund	Mutual Funds	—	—	$1.3M	10.9%
Fidelity Freedom Index 2050 Fund IPR Mutual fund	Mutual Funds	—	—	$912K	7.5%
Fidelity Government Money Market Mutual fund	Mutual Funds	—	—	$909K	7.5%
Fidelity Freedom Index 2030 Fund IPR Mutual fund	Mutual Funds	—	—	$863K	7.1%
Fidelity Freedom Index 2060 Fund IPR Mutual fund	Mutual Funds	—	—	$834K	6.8%
Fidelity Freedom Index 2045 Fund IPR Mutual fund	Mutual Funds	—	—	$804K	6.6%
Fidelity Growth Company Fund Mutual fund	Mutual Funds	—	—	$802K	6.6%
Fidelity Freedom Index 2055 Fund IPR Mutual fund	Mutual Funds	—	—	$742K	6.1%
Fidelity Blue Chip Growth Fund Mutual fund	Mutual Funds	—	—	$667K	5.5%
Fidelity OTC Portfolio Fund Mutual fund	Mutual Funds	—	—	$592K	4.9%
Fidelity Total Market Index Mutual fund	Common Collective Trusts	—	—	$540K	4.4%
Fidelity Freedom Index 2020 Fund IPR Mutual fund	Mutual Funds	—	—	$310K	2.5%
Fidelity Freedom Index 2065 Fund IPR Mutual fund	Mutual Funds	—	—	$271K	2.2%
Participant Loans through November 2029 -	Participant loans	—	—	$243K	2.0%
Fidelity Extended Market Index Fund Mutual fund	Common Collective Trusts	—	—	$192K	1.6%
Fidelity Contrafund Mutual fund	Mutual Funds	—	—	$191K	1.6%
Fidelity Freedom Index 2035 Fund IPR Mutual fund	Mutual Funds	—	—	$129K	1.1%
Fidelity Value Fund Mutual fund	Mutual Funds	—	—	$91K	0.7%
Fidelity Low Priced Stock Fund Mutual fund	Mutual Funds	—	—	$78K	0.6%
Fidelity Large Cap Stock Fund Mutual fund	Mutual Funds	—	—	$55K	0.4%
PIMCO RAE US Small Fund Institutional Mutual fund	Mutual Funds	—	—	$34K	0.3%
Fidelity Small Cap Discovery Fund Mutual fund	Mutual Funds	—	—	$32K	0.3%
Fidelity Diversified International Fund Mutual fund	Mutual Funds	—	—	$30K	0.2%
Fidelity International Index Fund Mutual fund	Common Collective Trusts	—	—	$28K	0.2%
Fidelity Mid-Cap Stock Fund Mutual fund	Mutual Funds	—	—	$22K	0.2%
Fidelity Investment Grade Bond Mutual fund	Mutual Funds	—	—	$19K	0.2%
Fidelity Freedom Index 2010 Fund IPR Mutual fund	Mutual Funds	—	—	$14K	0.1%
Fidelity Puritan Fund Mutual fund	Mutual Funds	—	—	$13K	0.1%
Fidelity Overseas Mutual fund	Mutual Funds	—	—	$10K	<0.1%
Fidelity Freedom Index 2025 Fund IPR Mutual fund	Mutual Funds	—	—	$10K	<0.1%
Allspring Small Company Growth Fund Admin Mutual fund	Common Stocks	—	—	$4K	<0.1%
Fidelity Freedom Index Income Fund IPR Mutual fund	Mutual Funds	—	—	$3K	<0.1%
Fidelity Freedom Index 2070 Fund IPR Mutual fund	Mutual Funds	—	—	$2K	<0.1%
Fidelity Intermediate Treasury Bond Index Fund Mutual fund	U.S. Treasuries	—	—	$2K	<0.1%
Vanguard Intermediate-Term Bond Index Admiral Mutual fund	Mutual Funds	—	—	$1K	<0.1%