Plan Snapshot
- Plan Sponsor: Miller Refrigeration, INC.
- Sponsor EIN: 521504614
- Sponsor Address: 8104 EDGEWATER AVE, BALTIMORE, MD, 21237
- Plan Type: 401(k)
- Total Participants: 161
- Total Assets: $10.8M
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 | 161 | $10.8M | $452,378 | $518,020 |
| 2023 | 130 | $9.8M | $377,168 | $469,052 |
| 2022 | 118 | $8.6M | $229,209 | $458,046 |
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 |
|---|---|---|---|---|
| CITRIN COOPERMAN & COMPANY, 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 | $49,594 | — | $49,594 | — | — |
| 2023 | $41,814 | — | $41,814 | — | — |
| 2022 | $34,619 | — | $34,619 | — | — |