Kelly S. Deraad signed Miller, Johnson, Snell & Cummiskey, P.L.C.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Miller, Johnson, Snell & Cummiskey, P.L.C.'s EIN is 38-1603110.
Download the official 2024 Form 5500 (PDF) for Miller, Johnson, Snell & Cummiskey, P.L.C. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Miller, Johnson, Snell & Cummiskey, P.L.C.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA), life insurance.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| SCHWAB RETIREMENT PLAN SERVICES INC | 34-1479833 | — | NONE | $85K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EXCHANGE CAPITAL MANAGEMENT | 38-2901720 | — | NONE | $23K | — |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MIDWEST CAPITAL ADVISORS LLC | 11-3673048 | — | NONE | $15K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| INNOVIA WEALTH LLC | 46-1428191 | — | NONE | $92K | — |
| GREENLEAF TRUST | 38-3416104 | — | NONE | $24K | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE | $1K | — |
