Milam Law Retirement Plan Epcrs
Sponsored by Milam Law Inc. · EIN 275179192 · Plan #001
- Total assets
- —
- Net assets
- —
- Active participants
- 3
- With balances
- 6
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
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 |
|---|---|---|
| Milam Law | Contract administrator, Direct payment from the plan | $59,052 |
| Principal Life Insurance Company | Contract administrator, Direct payment from the plan, Recordkeeping fees | $6,248 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |