Original filing (PDF)20250701164955NAL0017931168001

STEVE GERMAN MILLA, PC

Name: STEVE GERMAN MILLA, PC — MILLA AND ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: STEVE GERMAN MILLA, PC

Form 5500-SF

FILING_RECEIVED

MILLA AND ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$372K

Net assets (EOY)

$372K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for STEVE GERMAN MILLA, PC.

Plan sponsor

Name

STEVE GERMAN MILLA, PC

EIN

56-2408120

Address

4900 SW GRIFFITH DR STE 125 · BEAVERTON, OR · 970054733

Phone

(503) 643-9595

Industry

Agriculture, Forestry, Fishing, Huntingsee 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

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2A · Age/service weighted or new comparability

2S · Automatic enrollment

Service providers (Schedule C)

Small plans don't disclose service providers

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