L.W. Miller Professional Services Inc. Employee Elective Deferral And Stock Ownership Plan
Sponsored by L.W. Miller Professional Services Inc. · EIN 820571300 · Plan #002
- Total assets
- $5.9M
- Net assets
- $5.9M
- Active participants
- 112
- With balances
- 189
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Adams Wealth Management Llc CRD 286087 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Resources Investment Advisors | Investment advisory (plan), Direct payment from the plan | $31,718 |
| Oneamerica Retirement Services | Recordkeeping, Participant loan processing, Participant communication | $21,696 |
| Adams Wealth Advisors | Investment advisory (plan), Direct payment from the plan | $0 |
| Matrix Trust Company | Custodial (other), Custodial (securities), Trustee (institutional) | $0 |