Original filing (PDF)20251014121909NAL0005876818001

J. MILLER AND ASSOCIATES, LLC

Name: J. MILLER AND ASSOCIATES, LLC — J. MILLER AND ASSOCIATES, LLC 401(K) PS PLAN, Form 5500 (2024)
Creator: J. MILLER AND ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

J. MILLER AND ASSOCIATES, LLC 401(K) PS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$582K

Net assets (EOY)

$582K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

J. MILLER AND ASSOCIATES, LLC

EIN

27-2001590

Address

1617 JOHN F KENNEDY BLVD · SUITE 1210 · PHILADELPHIA, PA · 19103

Phone

(215) 600-1701

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

MCFALLS, BERGE & ASSOCIATES, LLC

CBAI 401(K) MULTIPLE EMPLOYER PLAN AS ADOPTED BY MCFALLS, BERGE & ASSOCIATES, LLC

$582K · 6 participants

3G'S ADVISORS, INC.

GARZA GUMP GROUP 401(K) PROFIT SHARING PLAN

$582K · 4 participants

YELLOWSTONE TAX AND ACCOUNTING P.C.

YELLOWSTONE TAX AND ACCOUNTING 401(K) PLAN

$583K · 9 participants

VIMLAN TAX SERVICES, LLC

VIMLAN TAX SERVICES, LLC 401K PLAN

$582K · 6 participants

HAJNY & KIESEL LLC

HAJNY & KIESEL LLC 401(K) PLAN