Paul Miller & Its Affiliates 401(k) Plan
Sponsored by Paul Miller, Inc. · EIN 222106441 · Plan #001
- Total assets
- $44.5M
- Net assets
- $44.4M
- Active participants
- 655
- With balances
- 922
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 |
|---|---|---|
| Morgan Stanley Smith Barney Llc CRD 149777 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Nationwide Trust Company | Investment advisory (plan) | $75,458 |
| Morgan Stanley | Investment advisory (participants) | $52,963 |
| Proaccount | Investment advisory (participants) | $32,450 |
| Intac Actuarial Services | Recordkeeping | $14,363 |
| Intac By Futureplan | Recordkeeping | $1,000 |