How big is Miller Financial Group's plan?

Miller Financial Group's plan reported $317K in assets and 3 participants for 2024.

Original filing (PDF)20250904143339NAL0010089683001

Miller Financial Group

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

Form 5500-SF

FILING_RECEIVED

Miller Financial Group 401(k) Plan

401(k) retirement plan · Miller Financial Group's Miller Financial Group 401(k) Plan held $317K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$317K

Net assets (EOY)

$317K

People on this filing

James Miller signed Miller Financial Group's 2024 Form 5500 as plan administrator.

James Miller — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Miller Financial Group's EIN is 27-3410283.

EIN 27-3410283

Plan number 001

Plan year 2024

ACK ID 20250904143339NAL0010089683001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Miller Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 GROUP.

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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