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MCMILLIAN & ASSOCIATES — MCMILLIAN & ASSOCIATES DEFINED BENEFIT PLAN & TRUST, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20251013073228NAL0002079010001
MCMILLIAN & ASSOCIATES
Form 5500-SF
FILING_RECEIVED
MCMILLIAN & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
Defined-benefit pension plan
Active participants
13
Accounts w/ balance
—
Plan assets (EOY)
$1.9M
Net assets (EOY)
$1.9M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
MCMILLIAN & ASSOCIATES
.
Find decision makers
Plan sponsor
Name
MCMILLIAN & ASSOCIATES
EIN
58-2577306
Address
280 INTERSTATE NORTH CIR SE, STE 61 · ATLANTA, GA · 30339
Phone
(706) 302-7778
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-12-31
Tax period
2024-12-30
Filed
2025-10-13
Pension benefit codes
1A · Pay-related DB formula
3D · Pre-approved plan (master / prototype / VS)
Welfare benefit codes
4B · Life Insurance
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
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