What public Form 5500 filings show about the L.W. Miller Professional Services Inc. 401(k) plan — and how to find and check your own account.
L.W. Miller Professional Services Inc. (EIN 82-0571300) reports L.W. MILLER PROFESSIONAL SERVICES INC. EMPLOYEE ELECTIVE DEFERRAL AND STOCK OWNERSHIP PLAN on its most recent Form 5500, with $5.9M in plan assets across 112 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full L.W. Miller Professional Services Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your L.W. Miller Professional Services Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, RESOURCES INVESTMENT ADVISORS, ADAMS WEALTH ADVISORS.
