Kenneth Dinsmore signed Milam, Inc.'s 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milam, Inc.'s EIN is 91-0698642.
Download the official 2023 Form 5500 (PDF) for Milam, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Milam, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FORTUNE 360 GROUP LLC | — | PLANTATION, FL | ADVISOR | $7K | — |
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.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Inv | Mutual Funds | — | — | $616K | 14.6% | |
| JPMorgan Investor Growth & Income R6 | Other securities | — | — | $538K | 12.8% | |
| Vanguard Target Retirement 2025 Inv | Mutual Funds | — | — | $430K | 10.2% | |
| Vanguard Target Retirement 2035 Inv | Mutual Funds | — | — | $430K | 10.2% | |
| Vanguard Target Retirement 2045 Inv | Mutual Funds | — | — | $397K | 9.4% | |
| Vanguard Target Retirement 2050 Inv | Mutual Funds | — | — | $266K | 6.3% | |
| Vanguard Target Retirement 2040 Inv | Mutual Funds | — | — | $264K | 6.3% | |
| Vanguard Target Retirement 2060 Inv | Mutual Funds | — | — | $227K | 5.4% | |
| Vanguard Target Retirement 2055 Inv | Mutual Funds | — | — | $199K | 4.7% | |
| Vanguard 500 Index Admiral | Common Collective Trusts | — | — | $120K | 2.8% | |
| Vanguard Value Index Adm | Mutual Funds | — | — | $115K | 2.7% | |
| Vanguard Target Retirement 2065 Inv | Mutual Funds | — | — | $112K | 2.7% | |
| Vanguard Target Retirement 2020 Inv | Mutual Funds | — | — | $101K | 2.4% | |
| Vanguard Mid Cap Index Admiral | Mutual Funds | — | — | $94K | 2.2% | |
| Vanguard Developed Markets Index Admiral | Mutual Funds | — | — | $73K | 1.7% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $47K | 1.1% | |
| Vanguard Small Cap Index Adm | Mutual Funds | — | — | $45K | 1.1% | |
| Money Market Fund * TD Bank TD Bank Institutional Money Market | Cash / Money Market | — | — | $39K | 0.9% | |
| Participant Loans Interest rates between 6% and 10.5% - | Bonds / Notes | — | — | $33K | 0.8% | |
| Vanguard Balanced Index Adm | Mutual Funds | — | — | $27K | 0.7% | |
| Vanguard Short-Term Corp Bd Idx Admiral | Common Collective Trusts | — | — | $20K | 0.5% | |
| Vanguard Total Stock Mkt Idx Adm | Common Collective Trusts | — | — | $9K | 0.2% | |
| Vanguard Target Retirement Income Inv | Mutual Funds | — | — | $6K | 0.1% | |
| Vanguard Small Cap Growth Index Admiral | Mutual Funds | — | — | $1K | <0.1% | |
| METLIFE SVF SERIES 25053 -CLASS 0 RELIANCE TRUST COMPANY · EIN 46-6625485 / PN 001 | Common Collective Trust | — | — | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
