AUMdb

Tr Miller Heating And Cooling 401(k) Profit Sharing Plan

Sponsored by Tr Miller Heating, Cooling & Plumbing, Inc. · EIN 262263737 · Plan #001

Total assets
$4.3M
Net assets
$4.3M
Active participants
109
With balances
131

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
Mcculley Financial Group, Llc CRD 154891 fuzzy_auto · 94% 2024

Service providers

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

Provider Services Direct comp
Mcculey Financial Group, Llc Investment advisory (plan) $0