AUMdb

Miller Oil Co., Inc. Retirement Savings Plan

Sponsored by Miller Oil Co., Inc. · EIN 541056691 · Plan #001

Total assets
$4.1M
Net assets
$4.1M
Active participants
112
With balances
176

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
Davenport & Company Llc CRD 1588 fuzzy_auto · 97% 2024

Service providers

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

Provider Services Direct comp
Davenport & Company Llc Investment advisory (plan) $8,962
Capital Group Retirement Plan Svcs. Recordkeeping fees, Investment management fees (indirect), Sub-transfer agency fees $7,778