Juanita Frank signed Milk Products Holdingsnorth AM's 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milk Products Holdingsnorth AM's EIN is 94-3077780.
Download the official 2024 Form 5500 (PDF) for Milk Products Holdingsnorth AM from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milk Products Holdingsnorth AM's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $1K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
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 | |||||
|---|---|---|---|---|---|---|
| AMERFUNDS AMER BALANCED - R6 | Registered Investment Companies | — | — | $3.6M | 20.8% | |
| VANGUARD 500 INDEX FUND - ADM | Registered Investment Companies | — | — | $2.3M | 13.0% | |
| CLEARBRIDGE APPRECIATION FD IS | Registered Investment Companies | — | — | $1.9M | 10.8% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.1M | 6.5% | |
| PUTNAM STABLE VALUE FUND - 20 PUTNAM FIDUCIARY TRUST COMPANY · EIN 04-3159710 / PN 202 | Common Collective Trust | — | — | $1.1M | 6.2% | |
| ALGER CAPITAL APPR INSTL Y | Registered Investment Companies | — | — | $1.1M | 6.2% | |
| PGIM TOTAL RETURN BOND R6 | Registered Investment Companies | — | — | $1.1M | 6.0% | |
| JPMORGAN MID CAP GROWTH R6 | Registered Investment Companies | — | — | $954K | 5.4% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $680K | 3.9% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $621K | 3.5% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $444K | 2.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $405K | 2.3% | |
| MFS INTERNATIONAL GROWTH R6 | Registered Investment Companies | — | — | $354K | 2.0% | |
| VANGUARD SMALL CAP INDEX ADMRL | Registered Investment Companies | — | — | $287K | 1.6% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $241K | 1.4% | |
| INVESCO GLOBAL R6 | Registered Investment Companies | — | — | $223K | 1.3% | |
| VANGUARD MID CAP INDEX - ADM | Registered Investment Companies | — | — | $213K | 1.2% | |
| AMERICAN MUTUAL FUND -R6 | Registered Investment Companies | — | — | $180K | 1.0% | |
| AMERFUNDS 2060 TARG DATERET R6 | Registered Investment Companies | — | — | $160K | 0.9% | |
| AMERICAN FUNDS NEW WORLD R6 | Registered Investment Companies | — | — | $140K | 0.8% | |
| INVESCO SR FLOAT RATE Y | Registered Investment Companies | — | — | $120K | 0.7% | |
| PGIM HIGH YIELD FUND R6 | Registered Investment Companies | — | — | $64K | 0.4% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $51K | 0.3% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $48K | 0.3% | |
| AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $38K | 0.2% | |
| JPMORGAN GOV BOND R6 | Registered Investment Companies | — | — | $31K | 0.2% | |
| AMERICAN CENTURY MID CP VAL R6 | Registered Investment Companies | — | — | $11K | <0.1% | |
| ALS SPECIAL SMALL CAP VALUE R6 | Registered Investment Companies | — | — | $7K | <0.1% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $38K |
| — |
