AUMdb

Miller & Chevalier, Chartered Cash Or Deferred Profit Sharing Plan

Sponsored by Miller & Chevalier, Chartered · EIN 521212890 · Plan #001

Total assets
$173M
Net assets
$173M
Active participants
91
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
Avenir Corporation CRD 110545 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Avenir Corporation Investment management, Investment management fees (direct) $134,760
Principal Custody Solutions Trustee (institutional), Direct payment from the plan $17,295