# Wampole Miller, INC. Dba Miller Bros. 401(k) Plan
Source: https://planprovider.pro/companies/wampole-miller-inc-plan-001

> Wampole Miller, INC. Dba Miller Bros.'s 401(k) plan: 170 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/pcs-retirement-llc) — CONTRACT ADMIN

- [BAKER TILLY US, LLP](https://planprovider.pro/provider/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|—|—|

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