Original filing (PDF)20240711105729NAL0010313555001

MCMILLAN WEALTH MANAGEMENT LLC

Name: MCMILLAN WEALTH MANAGEMENT LLC — MCMILLAN WEALTH MANAGEMENT LLC 401 PROFIT SHARING, Form 5500 (2023)
Creator: MCMILLAN WEALTH MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

MCMILLAN WEALTH MANAGEMENT LLC 401 PROFIT SHARING

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 MCMILLAN WEALTH MANAGEMENT LLC.

Plan sponsor

Name

MCMILLAN WEALTH MANAGEMENT LLC

EIN

83-2302633

Address

225 E PLANTATION DRIVE · SHARPSBURG, GA · 30277

Phone

(770) 241-9434

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-03-31

Filed

2024-07-11

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2A · Age/service weighted or new comparability

2R · Participant-directed brokerage (SDBA)

Service providers (Schedule C)

Small plans don't disclose service providers

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