Millerknoll Retirement Plan
Sponsored by Millerknoll, Inc. · EIN 380837640 · Plan #002
- Total assets
- $1.4B
- Net assets
- $1.4B
- Active participants
- 7,001
- With balances
- 9,843
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 |
|---|---|---|
| Vanguard Advisers, Inc. CRD 106715 | deterministic · 100% | 2024 |
| Capfinancial Partners, Llc CRD 175112 | fuzzy_auto · 93% | 2024 |
| Bemanaged Financial Services, Inc. CRD 140099 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| The Vanguard Group, Inc. | Recordkeeping, Consulting (general), Trustee (directed) | $719,472 |
| Vanguard Advisers Inc. | Investment advisory (participants) | $302,217 |
| Cap Financial Partners Llc | Investment advisory (plan) | $90,000 |
| Bemanaged | Investment advisory (participants) | $58,620 |
| Bemanaged | Investment advisory (participants) | $55,013 |
| Mcconnell & Jones Llp | Other fees | $33,100 |
| Bdo | Other fees | $19,000 |