Joel Mann signed Mill Rock Packaging, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Mill Rock Packaging, Inc.'s EIN is 91-1641589.
Download the official 2024 Form 5500 (PDF) for Mill Rock Packaging, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Mill Rock Packaging, 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 |
|---|---|---|---|---|---|
| THE VANGUARD GROUP INC | 23-1945930 | — | RECORDKEEPER | $48K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMBREE FINANCIAL GROUP | 36-3983748 | — | ADVISOR | $75K | — |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2035 Fund N/A | Mutual Funds | — | — | $10.3M | 17.0% | |
| Vanguard Target Retirement 2025 Fund N/A | Mutual Funds | — | — | $8.4M | 13.8% | |
| Vanguard Target Retirement 2030 Fund N/A | Mutual Funds | — | — | $7.4M | 12.2% | |
| Vanguard Target Retirement 2040 Fund N/A | Mutual Funds | — | — | $4.9M | 8.0% | |
| Vanguard Target Retirement 2020 Fund N/A | Mutual Funds | — | — | $4.4M | 7.2% | |
| Fidelity 500 Index Fund N/A | Common Collective Trusts | — | — | $3.0M | 4.9% | |
| Vanguard Target Retirement 2060 Fund N/A | Mutual Funds | — | — | $2.7M | 4.4% | |
| Vanguard Target Retirement Income Fund N/A | Mutual Funds | — | — | $1.8M | 3.0% | |
| AllianceBernstein AB Large Cap Growth Z N/A | Other securities | — | — | $1.8M | 3.0% | |
| Vanguard Target Retirement 2050 Fund N/A | Mutual Funds | — | — | $1.7M | 2.8% | |
| Vanguard Cash reserves federal money market fund N/A | Mutual Funds | — | — | $1.3M | 2.1% | |
| Vanguard Target Retirement 2055 Fund N/A | Mutual Funds | — | — | $1.3M | 2.1% | |
| Vanguard Balanced Index Adm N/A | Mutual Funds | — | — | $1.1M | 1.8% | |
| Putnam Large Cap Value R6 N/A | Mutual Funds | — | — | $1.1M | 1.8% | |
| JPMorgan Core Plus Bond R6 N/A | Other securities | — | — | $715K | 1.2% | |
| vested balance | Other securities | — | — | $671K | 1.1% | |
| DFA U.S. Small Cap Portfolio I N/A | Mutual Funds | — | — | $664K | 1.1% | |
| Vanguard Mid-Cap Index Adm N/A | Mutual Funds | — | — | $617K | 1.0% | |
| Goldman Sachs GQG Prtnrs Intl Opport R6 N/A | Other securities | — | — | $530K | 0.9% | |
| Brandywine Global BrandywineGLOBAL Corporate Credit IS N/A | Other securities | — | — | $266K | 0.4% | |
| Vanguard S-T Infl-Prot Sec Idx Adm N/A | Common Collective Trusts | — | — | $266K | 0.4% | |
| Janus Henderson Janus Henderson Triton N N/A | Mutual Funds | — | — | $195K | 0.3% | |
| Vanguard Target Retirement 2065 Fund N/A | Mutual Funds | — | — | $191K | 0.3% | |
| PIMCO Intl Bond (USDHedged) I N/A | Mutual Funds | — | — | $175K | 0.3% | |
| DFA Emerging Mkts Small Cap Port I N/A | Mutual Funds | — | — | $171K | 0.3% | |
| American Funds American Funds SMALLCAP World R6 N/A | Mutual Funds | — | — | $125K | 0.2% | |
| Cohen & Steers Instl Realty Shares Instl N/A | Other securities | — | — | $86K | 0.1% | |
| Vanguard Target Retirement 2070 Fund N/A | Mutual Funds | — | — | $43K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| RETIREMENT PLAN CONSULTANTS, INC. | 13-4271932 | — | TPA | $7K | — |
