Miller & Axline, A Professional Corporation 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Miller & Axline, A Professional Corporation
  • Sponsor EIN: 942706859
  • Sponsor Address: 1050 FULTON AVE., SACRAMENTO, CA, 95825
  • Plan Type: 401(k)
  • Total Participants: 25
  • Total Assets: $5.9M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202425$5.9M$433,195$458,980
202325$4.3M$241,444$253,888
202224$3.2M$222,420$152,801

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