Plan Snapshot
- Plan Sponsor: Miller Products, INC.
- Sponsor EIN: 341351168
- Sponsor Address: 734 FAIR AVE NW, NEW PHILADELPHIA, OH, 446631589
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 331
- Total Assets: $68,616
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: No
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 331 | $68,616 | $3.1M | $1.2M |
| 2023 | 325 | $528,118 | $3.0M | $1.1M |
| 2022 | 345 | $584,275 | $2.9M | $1.2M |
| 2020 | 375 | $390,031 | $3.2M | $1.2M |
| 2019 | 387 | $2,693 | $3.5M | $1.2M |
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 |
|---|---|---|---|---|
| COMMUNITY INSURANCE COMPANY | Recordkeeper | $40,851 | $441,028 | $481,879 |
| FEDELI GROUP, INC. | Investment Advisor | — | $54,936 | $54,936 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $536,815
- Estimated Expense Ratio: 782.347% 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 | $198,412 | — | $185,048 | — | — |
| 2023 | $192,279 | — | $180,754 | — | — |
| 2022 | $219,440 | — | $203,139 | — | — |
| 2020 | $238,823 | — | $234,321 | — | — |
| 2019 | $210,702 | — | $210,702 | — | — |