Plan Snapshot
- Plan Sponsor: Mills-James INC
- Sponsor EIN: 311141064
- Sponsor Address: 3545 FISHINGER BLVD, HILLIARD, OH, 430269550
- Plan Type: 401(k)
- Total Participants: 251
- Total Assets: $20.7M
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 | 251 | $20.7M | $316,084 | $1.1M |
| 2023 | 236 | $19.4M | $284,326 | $1.1M |
| 2022 | 229 | $16.6M | $0 | $859,989 |
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 |
|---|---|---|---|---|
| GBQ PARTNERS, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- GBQ PARTNERS, LLC — 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 | $35,603 | $31,744 | $2,999 | — | — |
| 2023 | $28,866 | $26,460 | $1,546 | — | — |
| 2022 | $28,933 | $25,465 | $3,468 | — | — |