Plan Snapshot
- Plan Sponsor: Millers Ale House, INC
- Sponsor EIN: 201480564
- Sponsor Address: 5750 MAJOR BLVD SUITE 400, ORLANDO, FL, 32819
- Plan Type: 401(k)
- Total Participants: 620
- Total Assets: $12.7M
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 | 620 | $12.7M | $572,863 | $1.4M |
| 2023 | 624 | $10.3M | $528,870 | $1.3M |
| 2022 | 593 | $7.8M | $349,693 | $1.1M |
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 |
|---|---|---|---|---|
| TEMPLETON & COMPNAY | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TEMPLETON & COMPNAY — Auditor
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 | $56,149 | $24,576 | — | — | — |
| 2023 | $65,010 | $17,127 | — | — | — |
| 2022 | $56,765 | $13,189 | $43,576 | — | — |