Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
THE MILLS AGENCY, INC.
EIN 42-1055904Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$4.7M assets
Welfare
0
Participants
57
612 SENECA STREET - STORM LAKE, IA 50588712-732-4899
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $4.7M assets / 57 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
THE ARCHITECT 401(K)PLAN - THE MILLS AGENCY, INC
401k
Assets$3.9M
Participants26
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MILLS MARKETING EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$830K
Participants31
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | THE ARCHITECT 401(K)PLAN - THE MILLS AGENCY, INC | 401k | $3.9M | 26 | 2025 | |
| 002 | MILLS MARKETING EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $830K | 31 | 2025 |
Retirement plans