What public Form 5500 filings show about the Paul Miller Ford, Inc. 401(k) plan — and how to find and check your own account.
Paul Miller Ford, Inc. (EIN 61-0481346) reports PAUL MILLER FORD AND ASSOCIATES RETIREMENT & SAVINGS PLAN on its most recent Form 5500, with $4.2M in plan assets across 120 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 Paul Miller Ford, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Paul Miller Ford, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERIDIAN WEALTH MANAGEMENT, MCGREGOR & ASSOCIATES.
