Original filing (PDF)20250423114850NAL0009798544001

JON MILLER INS & FIN SERVICE, INC.

Name: JON MILLER INS & FIN SERVICE, INC. — JON MILLER INS & FIN SVCS, INC 401(K) PLAN, Form 5500 (2024)
Creator: JON MILLER INS & FIN SERVICE, INC.

Form 5500-SF

FILING_RECEIVED

JON MILLER INS & FIN SVCS, INC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$165K

Net assets (EOY)

$165K

Plan health score

Top-tier plan health

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. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for JON MILLER INS & FIN SERVICE, INC..

Plan sponsor

Name

JON MILLER INS & FIN SERVICE, INC.

EIN

82-3872810all filings

Address

900 N. LAST CHANCE GULCH · HELENA, MT · 59601

Phone

(406) 502-2200

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator