Original filing (PDF)20250718154528NAL0002090337001

MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, LLC

Name: MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, LLC — MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

MILLER FINANCIAL PRIVATE WEALTH MANAGEMENT, LLC

EIN

86-1974040

Address

2005 AUDUBON PARK DR · SPRINGFIELD, OH · 45504

Phone

(937) 390-0881

Industry

Finance & Insurancesee all

Plan administrator