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Original filing (PDF)20251006154455NAL0002022675001
MILLER ENTERPRISES, INC.
Form 5500
FILING_RECEIVED
MILLER ENTERPRISES, INC. ESOP
Defined-contribution retirement plan
Signals · 3
60% in single holding100% employer stockNo recordkeeper disclosed
Active participants
367
Accounts w/ balance
476
Plan assets (EOY)
$53.1M
Net assets (EOY)
$46.2M
How this plan invests
This plan
3 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
82
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
50
Total plan cost
75
Vendor stack
80
Participation health
100
Knocking points off
- Top holding "Miller Enterprises, Inc. 30,000 Allocated Sponsor common stock - 50,000 shares" is 60% of plan.
- 100% of plan in employer / sponsor stock.
- No recordkeeper disclosed on Schedule C.
Helping the score
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILLER ENTERPRISES, INC..
Plan sponsor
Name
MILLER ENTERPRISES, INC.
EIN
46-4824030
Address
3520 E CENTURY AVENUE · BISMARCK, ND · 58503
Phone
(701) 258-4323
Industry
Constructionsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-06
Pension benefit codes
2I · Stock bonus
2P · Leveraged ESOP
2Q · S-corporation ESOP
3F · Sponsor used leased employees
3H · Sponsor in controlled / affiliated group
3I · Requires investment in employer securities
Audit & trust (Schedule H)
Auditor
BRADY, MARTZ & ASSOCIATES, P.C.
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
No Schedule C providers reportedInvestments
3 direct securities· $53.1M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Miller Enterprises, Inc. 30,000 Allocated Sponsor common stock - 50,000 shares | — | — | $9.0M | $31.9M | 60.0% | |
| Miller Enterprises, Inc. 20,000 Unallocated Sponsor common stock - 50,000 shares | — | — | $6.0M | $21.2M | 40.0% | |
| First Western Bank & Trust Cash - interest bearing | — | — | $10K | $10K | <0.1% |
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