Plan Snapshot
- Plan Sponsor: Miller & Chevalier, Chartered
- Sponsor EIN: 521212890
- Sponsor Address: 900 16TH STREET, NW, WASHINGTON, DC, 200062901
- Plan Type: DC
- Total Participants: 91
- Total Assets: $172.8M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 91 | $172.8M | $2.7M | $1.5M |
| 2023 | 93 | $158.0M | $2.5M | $1.5M |
| 2022 | 89 | $125.2M | $2.3M | $1.4M |
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 |
|---|---|---|---|---|
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- BAKER TILLY US, LLP — Auditor
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 | $152,201 | $134,760 | — | — | — |
| 2023 | $132,827 | $119,419 | — | — | — |
| 2022 | $125,753 | $123,148 | $2,057 | — | — |