AUMdb

Fred J. Miller, Inc. 401(k) Plan

Sponsored by Fred J. Miller, Inc. · EIN 310852899 · Plan #001

Total assets
$3.6M
Net assets
$3.6M
Active participants
121
With balances
90

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
Dean Financial Services, Llc CRD 129679 deterministic · 100% 2024

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Dean Financial Services Recordkeeping, Consulting (general), Consulting (pension) $17,465