Plan Snapshot
- Plan Sponsor: Miller Weisbrod Olesky, LLP
- Sponsor EIN: 273671950
- Sponsor Address: 11551 FOREST CENTRAL DR., SUITE 300, DALLAS, TX, 75243
- Plan Type: 401(k)
- Total Participants: 123
- Total Assets: $11.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 123 | $11.6M | $575,371 | $768,162 |
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 |
|---|---|---|---|---|
| MERRILL LYNCH | RETAINED BY EMPLOYER | $49,438 | — | $49,438 |
| JOHN HANCOCK | RECORDKEEPER | $21,592 | — | $21,592 |
| ALLIANCE BENEFIT GROUP | NONE | $5,317 | — | $5,317 |
| WEAVER AND DIDWELL, L.L.P. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MERRILL LYNCH — RETAINED BY EMPLOYER
- JOHN HANCOCK — RECORDKEEPER
- WEAVER AND DIDWELL, L.L.P. — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $76,347
- Estimated Expense Ratio: 0.656% 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 | $78,196 | — | $78,196 | — | — |