How big is Miller Financial Services, LLC's plan?

Miller Financial Services, LLC's plan reported $2.4M in assets and 4 participants for 2024.

Original filing (PDF)20251003091706NAL0000752083001

Miller Financial Services, LLC

Name: Miller Financial Services, LLC — Miller Financial, Form 5500 (2024)
Creator: Miller Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Miller Financial Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Miller Financial Services, LLC's Miller Financial Services, LLC 401(k) Profit Sharing Plan held $2.4M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Miller Financial Services, LLC's EIN is 14-1861627.

EIN 14-1861627

Plan number 002

Plan year 2024

ACK ID 20251003091706NAL0000752083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Miller Financial Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Miller Financial Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLER FINANCIAL SERVICES, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score