Plan Snapshot
- Plan Sponsor: Fred J. Miller, INC.
- Sponsor EIN: 310852899
- Sponsor Address: 8765 WASHINGTON CHURCH ROAD, MIAMISBURG, OH, 45342
- Plan Type: 401(k)
- Total Participants: 121
- Total Assets: $3.6M
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 | 121 | $3.6M | $94,066 | $195,392 |
| 2023 | 102 | $3.8M | $77,804 | $204,376 |
| 2022 | 99 | $3.1M | $83,038 | $192,147 |
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 |
|---|---|---|---|---|
| CLARK, SCHAEFER, HACKETT & CO. | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $17,465 | — | $14,510 | — | — |
| 2023 | $21,141 | — | $20,222 | — | — |
| 2022 | $20,411 | $20,411 | — | — | — |