Plan Snapshot
- Plan Sponsor: Wampole Miller, INC. Dba Miller Bros.
- Sponsor EIN: 232548775
- Sponsor Address: 301 ALAN WOOD ROAD, CONSHOHOCKEN, PA, 19428
- Plan Type: 401(k)
- Total Participants: 170
- Total Assets: $8.8M
Key Plan Design Features
- Auto-Enrollment: No
- 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 | 170 | $8.8M | $778,871 | $789,541 |
| 2023 | 171 | $7.3M | $569,585 | $705,788 |
| 2022 | 169 | $5.8M | $567,481 | $677,631 |
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 |
|---|---|---|---|---|
| CLIFTON LARSON ALLEN WEALTH ADVISOR | INVESTMENT MANAGER | $61,119 | — | $61,119 |
| PCS RETIREMENT | CONTRACT ADMIN | $10,779 | — | $10,779 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- PCS RETIREMENT — CONTRACT ADMIN
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $71,898
- Estimated Expense Ratio: 0.817% 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 | $65,549 | $27,133 | $38,416 | — | — |
| 2023 | $40,200 | $30,482 | $9,718 | — | — |
| 2022 | $30,092 | $19,604 | $10,488 | — | — |