Plan Snapshot
- Plan Sponsor: L.W. Miller Professional Services INC.
- Sponsor EIN: 820571300
- Sponsor Address: 1050 WEST 200 NORTH, LOGAN, UT, 84321
- Plan Type: 401(k)
- Total Participants: 112
- Total Assets: $5.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 112 | $5.9M | $301,444 | $330,822 |
| 2023 | 112 | $5.5M | $171,139 | $304,279 |
| 2022 | 108 | $5.5M | $290,681 | $488,609 |
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 |
|---|---|---|---|---|
| RESOURCES INVESTMENT ADVISORS | Other Service Provider | $31,718 | — | $31,718 |
| ONEAMERICA RETIREMENT SERVICES | Other Service Provider | $21,696 | — | $21,696 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $53,414
- Estimated Expense Ratio: 0.912% 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 | $53,414 | $31,718 | $21,696 | — | — |
| 2023 | $105,776 | $72,427 | $33,349 | — | — |
| 2022 | $129,748 | $87,302 | $42,446 | — | — |