J.R. Miller & Associates, INC. DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: J.R. Miller & Associates, INC.
  • Sponsor EIN: 330110222
  • Sponsor Address: 2700 SATURN ST, BREA, CA, 928216798
  • Plan Type: DC
  • Total Participants: 74
  • Total Assets: $1.7M

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.
202474$1.7M$2.8M$0

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