How big is L.W. Miller Professional Services Inc.'s plan?

L.W. Miller Professional Services Inc.'s plan reported $5.9M in assets and 112 participants for 2024.

Original filing (PDF)20251014173004NAL0001731619001

L.W. Miller Professional Services Inc.

Name: L.W. Miller Professional Services Inc. — Form 5500 Plan 002 (2024)
Creator: L.W. Miller Professional Services Inc.
License: https://www.usa.gov/government-works

Form 5500

FILING_RECEIVED

L.W. Miller Professional Services Inc. Employee Elective Deferral and Stock Ownership Plan

401(k) retirement plan · L.W. Miller Professional Services Inc.'s L.W. Miller Professional Services Inc. Employee Elective Deferral and Stock Ownership Plan held $5.9M in plan assets for 112 participants in 2024, with OneAmerica as recordkeeper.

Signals · 3

Possibly inadequate fidelity bond46% in single holding~91 bps in Sched C fees

Active participants

112

Accounts w/ balance

189

Plan assets (EOY)

$5.9M

Net assets (EOY)

$5.9M

People on this filing

Laurie M. Meacham signed L.W. Miller Professional Services Inc.'s 2024 Form 5500 as plan administrator.

Laurie M. Meacham — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

L.W. Miller Professional Services Inc.'s EIN is 82-0571300.

EIN 82-0571300

Plan number 002

Plan year 2024

ACK ID 20251014173004NAL0001731619001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for L.W. Miller Professional Services Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

L.W. Miller Professional Services Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, an ESOP, an S-corporation ESOP, automatic enrollment.

Decision-maker contacts

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How this plan invests

This plan

37 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Fidelity bond appears below the 10%-of-assets requirement.
Total administrative cost in the bottom quartile of peers (23rd percentile).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

L.W. MILLER PROFESSIONAL SERVICES INC.

EIN

all filings

Address

1050 WEST 200 NORTH · LOGAN, UT · 84321

Phone

(800) 800-0433

Industry

Transportation & Warehousing

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

2025-10-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2H · Partial participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2O · ESOP (non-leveraged)

2Q · S-corporation ESOP

2S · Automatic enrollment

Service providers (Schedule C)

4 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
ONEAMERICA RETIREMENT SERVICES	46-5378846	—	NONE	$22K	—

Investment manager

Name	EIN	Location	Relation	Direct comp	Indirect comp
RESOURCES INVESTMENT ADVISORS	—	OVERLAND PARK, KS	NONE	$32K	—
ADAMS WEALTH ADVISORS

Investments

37 direct securities· $5.7M(98% of reported assets)

Other securities

$3.3M

11 holdings

Mutual Funds

$2.1M

21 holdings

Common Collective Trusts

$201K

4 holdings

Stable Value

$122K

1 holding

					% of plan
Adams Wealth Advisors Dynamic Balanced Strategy n/a	Other securities	—	—	$2.6M	45.2%
Putnam Retirement Advantage 2040 Fund R6 n/a	Mutual Funds	—	—	$408K	7.0%
Putnam Retirement Advantage 2030 Fund R6 n/a	Mutual Funds	—	—	$276K	4.7%
Putnam Retirement Advantage 2050 Fund R6 n/a	Mutual Funds	—	—	$221K	3.8%
Putnam Retirement Advantage 2025 Fund R6 n/a	Mutual Funds	—	—	$190K	3.2%
American Funds American Funds American Balanced Fund R6 n/a	Mutual Funds	—	—	$154K	2.6%
Putnam Retirement Advantage 2035 Fund R6 n/a	Mutual Funds	—	—	$144K	2.5%
Putnam Retirement Advantage 2060 Fund R6 n/a	Mutual Funds	—	—	$137K	2.3%
$1.00 par value $ 1,000	Other securities	—	—	$136K	2.3%
JP Morgan JP Morgan Large Cap Growth R6 n/a	Other securities	—	—	$133K	2.3%
Fixed Annuity - General Account * American United Life Insurance Company AUL Stable Value Account n/a	Stable Value	—	—	$122K	2.1%
Putnam Retirement Advantage 2055 Fund R6 n/a	Mutual Funds	—	—	$111K	1.9%
Vanguard Mid Cap Growth Index n/a	Mutual Funds	—	—	$91K	1.5%
Putnam Retirement Advantage 2045 Fund R6 n/a	Mutual Funds	—	—	$88K	1.5%
Putnam Retirement Advantage Maturity Fund R6 n/a	Mutual Funds	—	—	$87K	1.5%
Vanguard Small Cap Val Idx Adm n/a	Common Collective Trusts	—	—	$82K	1.4%
Victory Capital Victory Sycamore Established Value R6 n/a	Other securities	—	—	$70K	1.2%
Vanguard Ttl Stck Mkt Idx Adm n/a	Common Collective Trusts	—	—	$67K	1.2%
BlackRock Funds BlackRock Technology Opportunities n/a	Other securities	—	—	$67K	1.1%
Columbia Threadneedle Columbia Dividend Income Fund n/a	Other securities	—	—	$61K	1.0%
Adams Wealth Advisors Dynamic Growth Strategy n/a	Other securities	—	—	$60K	1.0%
Vanguard Sm Cap Growth Index n/a	Mutual Funds	—	—	$53K	0.9%
American Funds American Funds Global Growth Portf n/a	Mutual Funds	—	—	$34K	0.6%
Fidelity Small Cap Index Fund n/a	Common Collective Trusts	—	—	$32K	0.6%
Hartford International Value R6 n/a	Other securities	—	—	$30K	0.5%
Vanguard Energy Index Admiral n/a	Mutual Funds	—	—	$25K	0.4%
Fidelity Advisor Utilities Z n/a	Mutual Funds	—	—	$25K	0.4%
Nuveen Real Estate Sec. Select Fund R6 n/a	Mutual Funds	—	—	$25K	0.4%
Fidelity Capital & Income Fnd n/a	Mutual Funds	—	—	$22K	0.4%
JP Morgan JP Morgan Short Duration Core Plus R6 n/a	Other securities	—	—	$22K	0.4%
Vanguard Inter Term Bd Index n/a	Mutual Funds	—	—	$21K	0.4%
PGIM Jennison Health Sciences Fund CL R6 n/a	Other securities	—	—	$21K	0.4%
American Funds American Funds Europacific R6 n/a	Mutual Funds	—	—	$20K	0.3%
Allspring Global Investments Allspring Diversified Capital Builder Fund n/a	Other securities	—	—	$19K	0.3%
Fidelity Mid Cap Index Fund n/a	Common Collective Trusts	—	—	$19K	0.3%
(continued) American Funds American New World Fund R6 n/a	Mutual Funds	—	—	$9K	0.1%
American Funds American Funds Capital World Bond R6 n/a	Mutual Funds	—	—	$5K	<0.1%