Plan Snapshot
- Plan Sponsor: Miller & Long Co., INC.
- Sponsor EIN: 530180808
- Sponsor Address: 7101 WISCONSIN AVE, BETHESDA, MD, 208144827
- Plan Type: 401(k)
- Total Participants: 734
- Total Assets: $63.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 734 | $63.4M | $2.6M | $1.4M |
| 2023 | 590 | $59.4M | $89,414 | $1.8M |
| 2022 | 763 | $60.2M | $2.0M | $2.1M |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $113,990 | — | $113,990 |
| ELLIN & TUCKER | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- ELLIN & TUCKER — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $113,990
- Estimated Expense Ratio: 0.180% 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 | $113,400 | — | $113,400 | — | — |
| 2023 | $122,844 | — | $122,844 | — | — |
| 2022 | $150,464 | $14,175 | $136,289 | — | — |