Plan Snapshot
- Plan Sponsor: Don Miller INC.
- Sponsor EIN: 391279288
- Sponsor Address: 5802 ODANA ROAD, MADISON, WI, 53719
- Plan Type: 401(k)
- Total Participants: 193
- Total Assets: $7.0M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 193 | $7.0M | $105,882 | $700,756 |
| 2023 | 188 | $6.0M | $105,280 | $657,093 |
| 2022 | 180 | $4.6M | $103,348 | $590,149 |
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 |
|---|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | INVESTMENT MGMT | $8,678 | — | $8,678 |
| SVA | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $8,678
- Estimated Expense Ratio: 0.124% 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 | $10,677 | $10,677 | — | — | — |
| 2023 | $8,433 | $8,433 | — | — | — |
| 2022 | $7,355 | — | $7,355 | — | — |