Original filing (PDF)20241008125933NAL0009669379001

MILLER LAVOIE LLP

Name: MILLER LAVOIE LLP — MILLER LAVOIE LLP 401(K) PLAN, Form 5500 (2023)
Creator: MILLER LAVOIE LLP

Form 5500-SF

FILING_RECEIVED

MILLER LAVOIE LLP 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

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 MILLER LAVOIE LLP.

Plan sponsor

Name

MILLER LAVOIE LLP

EIN

92-1031087

Address

1275 PEACHTREE STREET NE SUITE 550 · ATLANTA, GA · 30309

Phone

(678) 362-4420

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-07-01

Tax period

2023-12-31

Filed

2024-10-08

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2G · Total participant-directed accounts

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

2T · Default investment account (QDIA)

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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