Plan Snapshot
- Plan Sponsor: R.A. Miller Industries, INC.
- Sponsor EIN: 381571192
- Sponsor Address: 14500 168TH AVE., GRAND HAVEN, MI, 494179454
- Plan Type: 401(k)
- Total Participants: 153
- Total Assets: $10.8M
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 | 153 | $10.8M | $208,073 | $638,168 |
| 2023 | 143 | $9.5M | $199,042 | $612,398 |
| 2022 | 151 | $9.5M | $260,681 | $809,481 |
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 |
|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | CONTRACT ADMINISTRATOR | $24,854 | — | $24,854 |
| MONROE, SWEERIS & TROMP, PLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MONROE, SWEERIS & TROMP, PLC — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $24,854
- Estimated Expense Ratio: 0.231% 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 | $24,855 | — | $24,855 | — | — |
| 2023 | $21,216 | — | $21,216 | — | — |
| 2022 | $24,402 | — | $24,402 | — | — |