S&A Miller Group, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: S&A Miller Group, INC.
  • Sponsor EIN: 844512412
  • Sponsor Address: 55 STEEPLECHASE DRIVE, SPRINGBORO, OH, 45066
  • Plan Type: 401(k)
  • Total Participants: 4
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: Yes
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20244$1.2M$7,333$8,926
20233$531,919$3,155$3,883
20222$211,383$3,570$4,397

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