Plan Snapshot
- Plan Sponsor: Advanced Vein Therapies, P.L.L.C. Dba Miller Vein
- Sponsor EIN: 205146519
- Sponsor Address: 32000 NORTHWESTERN HIGHWAY ST 215, FARMINGTON HILLS, MI, 48334
- Plan Type: 401(k)
- Total Participants: 68
- Total Assets: $5.9M
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: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 68 | $5.9M | $281,620 | $308,612 |
| 2023 | 128 | $5.4M | $334,798 | $334,367 |
| 2022 | 118 | $4.2M | $327,602 | $332,017 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| REHMANN FINANCIAL GROUP | TPA | $6,309 | $2,775 | $9,084 |
| MORGAN STANLEY SMITH BARNEY LLC | INVESTMENT | — | $5,488 | $5,488 |
| MILLER COOPER & CO., LTD | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MORGAN STANLEY SMITH BARNEY LLC — INVESTMENT
- MILLER COOPER & CO., LTD — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $14,572
- Estimated Expense Ratio: 0.245% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $7,899 | — | — | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |