Plan Snapshot
- Plan Sponsor: Mills Wealth Advisors, LLC
- Sponsor EIN: 030530108
- Sponsor Address: 1207 SOUTH WHITE CHAPEL BOULEVARD, SOUTHLAKE, TX, 76092
- Plan Type: 401(k)
- Total Participants: 6
- Total Assets: $1.2M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- 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 | 6 | $1.2M | $81,875 | $69,457 |
| 2023 | 5 | $914,410 | $73,047 | $50,040 |
| 2022 | 4 | $590,562 | $58,305 | $42,273 |