# Miller &amp; Martin PLLC 401(k) Plan
Source: https://planprovider.pro/companies/miller-martin-pllc-401k-plan

> Miller &amp; Martin PLLC&#39;s 401(k) plan: 176 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Miller & Martin PLLC

- **Sponsor EIN:** 620449014

- **Sponsor Address:** 832 GEORGIA AVENUE, SUITE 1200, CHATTANOOGA, TN, 37402

- **Plan Type:** 401(k)

- **Total Participants:** 176

- **Total Assets:** $138.2M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|176|$138.2M|$2.3M|$2.4M|

| 2023|171|$122.2M|$2.2M|$2.2M|

| 2022|172|$104.7M|$2.1M|$2.2M|

## 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|

| LBMC, PC|Auditor|$19,000|—|$19,000|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [LBMC, PC](https://planprovider.pro/provider/lbmc-pc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $19,000

- **Estimated Expense Ratio:** 0.014% 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|$60,307|$41,307|—|$19,000|—|

| 2023|$39,992|$68,750|—|$17,600|—|

| 2022|$131,968|—|—|—|—|

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