Plan Snapshot
- Plan Sponsor: T. R. Miller Mill Company, INC.
- Sponsor EIN: 630141530
- Sponsor Address: 215 DEER STREET, BREWTON, AL, 36427
- Plan Type: 401(k)
- Total Participants: 171
- Total Assets: $14.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 171 | $14.9M | $286,622 | $531,052 |
| 2023 | 203 | $15.1M | $322,465 | $597,229 |
| 2022 | 192 | $13.3M | $394,956 | $865,385 |
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 |
|---|---|---|---|---|
| NATIONWIDE | Insurance Carrier | $31,079 | — | $31,079 |
| TRUSTMARK NATIONAL BANK | Other Service Provider | $12,199 | — | $12,199 |
| PROACCOUNT | Recordkeeper | $7,873 | — | $7,873 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- NATIONWIDE — Insurance Carrier
- PROACCOUNT — Recordkeeper
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $51,151
- Estimated Expense Ratio: 0.343% 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 | $23,845 | $23,845 | — | — | — |
| 2023 | $85,772 | $85,772 | — | — | — |
| 2022 | $19,825 | — | $19,825 | — | — |