Plan Snapshot
- Plan Sponsor: Miller Investment Management, LP
- Sponsor EIN: 232969359
- Sponsor Address: ONE TOWER BRIDGE, WEST CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 20
- Total Assets: $6.9M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 20 | $6.9M | $136,967 | $293,566 |
| 2023 | 23 | $6.9M | $153,634 | $310,077 |
| 2022 | 24 | $6.1M | $117,908 | $259,026 |