Original filing (PDF)20250718154528NAL0002090337001

Miller Financial Private Wealth Management, LLC

Name: Miller Financial Private Wealth Management, LLC — Form 5500 Plan 001 (2024)
Creator: Miller Financial Private Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Miller Financial Private Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Miller Financial Private Wealth Management, LLC's Miller Financial Private Wealth Management, LLC 401(k) Plan held $5K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

Plan identifiers

Miller Financial Private Wealth Management, LLC's EIN is 86-1974040.

EIN 86-1974040

Plan number 001

Plan year 2024

ACK ID 20250718154528NAL0002090337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Miller Financial Private Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Miller Financial Private Wealth Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

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.

Finding similar companies…

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