Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
JOSEPH MILELLI
EIN 20-1404826performing artsLatest filing 2024
Plans
2
Retirement
2
$2.3M assets
Welfare
0
Participants
12
51 HARTER ROAD - MORRISTOWN, NJ 07960973-267-8499josephmiller.comLinkedIn1-10 employeesperforming arts
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $2.3M assets / 12 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#005
JOSEPH MILELLI SALARY SAVINGS PLAN
401k
Assets$1.2M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
JOSEPH MILELLI DEFINED BENEFIT PLAN
TraditionalDB
Assets$1.1M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 005 | JOSEPH MILELLI SALARY SAVINGS PLAN | 401k | $1.2M | 6 | 2024 | |
| 001 | JOSEPH MILELLI DEFINED BENEFIT PLAN | TraditionalDB | $1.1M | 6 | 2024 |
Retirement plans