Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILLER/HOWARD INVESTMENTS, INC.
EIN 14-1710657investment managementLatest filing 2025
Plans
2
Retirement
2
$19.0M assets
Welfare
0
Participants
86
PO BOX 1598 - KINGSTON, NY 12401845-679-9166mhinvest.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $19.0M assets / 86 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
MILLER/HOWARD INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$9.5M
Participants46
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
MILLER/HOWARD INVESTMENTS, INC. 401K PROFIT SHARING PLAN & TRUST
401k
Assets$9.4M
Participants40
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MILLER/HOWARD INVESTMENTS, INC. EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $9.5M | 46 | 2025 | |
| 001 | MILLER/HOWARD INVESTMENTS, INC. 401K PROFIT SHARING PLAN & TRUST | 401k | $9.4M | 40 | 2025 |
Retirement plans