What public Form 5500 filings show about the Miller, Cooper & Co., Ltd. 401(k) plan — and how to find and check your own account.
Miller, Cooper & Co., Ltd. (EIN 36-2897372) reports MILLER, COOPER & CO., LTD. PROFIT SHARING & SAVINGS PLAN & TRUST on its most recent Form 5500, with $123.1M in plan assets across 424 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 Miller, Cooper & Co., Ltd. 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 ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Miller, Cooper & Co., Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DAVID VAUGHAN INVESTMENTS, STRATEGIC WEALTH PARTNERS GROUP, WILLIAM BLAIR INVESTMENT MGMT, CHARLES SCHWAB & CO, AT INVESTMENT ADVISERS, LESLIE GLOBAL WEALTH.
