Plan Snapshot
- Plan Sponsor: Miller Management Group, INC.
- Sponsor EIN: 251474163
- Sponsor Address: 5746 PEACH STREET, ERIE, PA, 16509
- Plan Type: 401(k)
- Total Participants: 188
- Total Assets: $7.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 188 | $7.3M | $0 | $340,606 |
| 2023 | 191 | $6.7M | $0 | $333,998 |
| 2022 | 187 | $7.4M | $0 | $410,061 |
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 |
|---|---|---|---|---|
| MGILL, POWER, BELL & ASSOC, LLP | Auditor | — | — | $0 |
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 | $16,543 | — | $16,543 | — | — |
| 2023 | $5,264 | — | $280 | $4,000 | — |
| 2022 | $28,167 | — | $21,667 | — | $6,500 |