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MILLS WEALTH ADVISORS, LLC

EIN 03-0530108-financial services-Latest filing 2024
Plans
1
Retirement
1
$1.2M assets
Welfare
0
Participants
6
1207 SOUTH WHITE CHAPEL BOULEVARD, SUITE 150 - SOUTHLAKE, TX 76092817-416-7300mike-mills.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401k-$1.2M - 6 part

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Retirement#001

MILLS WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN AND TRUST

401k

Assets$1.2M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILLS WEALTH ADVISORS, LLC 401(K) SAVINGS PLAN AND TRUST401k$1.2M62024
Retirement plans
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