The Mills Agency, INC. DC Plan

Form 5500 filing data for plan year 2025.

Plan Snapshot

  • Plan Sponsor: The Mills Agency, INC.
  • Sponsor EIN: 421055904
  • Sponsor Address: 612 SENECA ST, STORM LAKE, IA, 50588
  • Plan Type: DC
  • Total Participants: 31
  • Total Assets: $830,000

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202531$830,000$337,654$0
202428$1.2M$337,654$0

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