Original filing (PDF)20250718100940NAL0000762867002

SCOTT MILLER CPA & ASSOCIATES INC.

Name: SCOTT MILLER CPA & ASSOCIATES INC. — SMA CPA 401(K) PLAN, Form 5500 (2024)
Creator: SCOTT MILLER CPA & ASSOCIATES INC.

Form 5500-SF

FILING_RECEIVED

SMA CPA 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$27K

Net assets (EOY)

$27K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 SCOTT MILLER CPA & ASSOCIATES INC..

Plan sponsor

Name

SCOTT MILLER CPA & ASSOCIATES INC.

EIN

87-3523115all filings

Address

1013 W SAN ANTONIO STREET · SUITE 104 · LOCKHART, TX · 78644

Phone

(949) 307-8350

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator