Miller Bros. 401(k) Plan
Sponsored by Wampole Miller, Inc. Dba Miller Bros. · EIN 232548775 · Plan #001
- Total assets
- $8.8M
- Net assets
- $8.8M
- Active participants
- 170
- With balances
- 205
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 |
|---|---|---|
| Wells Fargo Clearing Services, Llc CRD 19616 | fuzzy_auto · 96% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Clifton Larson Allen Wealth Advisor | Investment management | $61,119 |
| Pcs Retirement | Claims processing, Contract administrator, Recordkeeping | $10,779 |
| Empower Annuity Ins. Co. Of Amer | Recordkeeping fees | $0 |
| Wells Fargo Advisors, Lllc | Investment advisory (plan) | $0 |