Plan Snapshot
- Plan Sponsor: Tr Miller Heating, Cooling & Plumbing, INC.
- Sponsor EIN: 262263737
- Sponsor Address: 11917 SOUTH AERO DRIVE, PLAINFIELD, IL, 60585
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 109 | $4.3M | $283,170 | $587,034 |
| 2023 | 139 | $3.4M | $266,746 | $600,113 |
| 2022 | 103 | $2.3M | $200,508 | $482,020 |
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 |
|---|---|---|---|---|
| MILLER COOPER & CO, LTD. | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MILLER COOPER & CO, LTD. — 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 | $8,175 | — | $8,175 | — | — |
| 2023 | — | — | — | — | — |
| 2022 | — | — | — | — | — |