AUMdb

Cj Miller Llc 401(k) Profit Sharing Plan

Sponsored by Cj Miller, Llc · EIN 201201962 · Plan #002

Total assets
$16.9M
Net assets
$16.9M
Active participants
323
With balances
204

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
Wilshire Advisors Llc CRD 6210 deterministic · 100% 2024

Service providers

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

Provider Services Direct comp
Principal Life Insurance Company Contract administrator, Participant loan processing, Direct payment from the plan $55,094
Baird Insurance Services Inc Other services, Other commissions $0
Robert W. Baird & Co. Incorporated Other services, Other fees $0
Wilshire Advisors Llc Investment advisory (plan), Other investment fees and expenses $0