Original filing (PDF)20251015125346NAL0004899969001

MILLER WEISBROD OLESKY, LLP

Name: MILLER WEISBROD OLESKY, LLP — MILLER WEISBROD OLESKY, LLP 401(K) PROFIT SHARING AND SAVINGS PLAN, Form 5500 (2024)
Creator: MILLER WEISBROD OLESKY, LLP

Form 5500

FILING_RECEIVED

MILLER WEISBROD OLESKY, LLP 401(K) PROFIT SHARING AND SAVINGS PLAN

401(k) retirement plan

Active participants

123

Accounts w/ balance

128

Plan assets (EOY)

$11.6M

Net assets (EOY)

$11.6M

Plan health score

/ 100

Grade C

Average plan with room to improve

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.

Compliance & integrity

100

Total plan cost

Plan health

Vendor & structure

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER WEISBROD OLESKY, LLP.

Plan sponsor

Name

MILLER WEISBROD OLESKY, LLP

EIN

27-3671950

Address

11551 FOREST CENTRAL DR., SUITE 300 · DALLAS, TX · 75243

Phone

(214) 987-0005

Industry

Law 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

2025-10-15

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

3B · Covers self-employed individuals

Service providers (Schedule C)

3 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
JOHN HANCOCK	01-0233346	—	RECORDKEEPER	$22K	—

Other service providers

Name	EIN	Location	Relation	Direct comp	Indirect comp
MERRILL LYNCH	—	NEW YORK, NY	RETAINED BY EMPLOYER	$49K	—
ALLIANCE BENEFIT GROUP	—	HOUSTON, TX

Investments

The Schedule of Assets is filed as a free-form PDF attachment on EFAST2; we parse these offline and coverage is partial (priority is the largest plans by EOY assets). This plan also reports no pooled (Schedule D) interests, so its holdings aren’t hidden on a master-trust filing. The line-item data lives on DOL EFAST2 under the same ACK_ID.

See Methodology > Data linkages for how Form 5500 / Schedule H / Schedule D / Schedule of Assets fit together.

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