Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
TIMOTHY ROBERT MILLER, MD, INC.
EIN 26-3709950InformationLatest filing 2025
Plans
2
Retirement
2
$3.1M assets
Welfare
0
Participants
13
2 JOURNEY STE 208 - ALISO VIEJO, CA 92656714-850-1001
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.1M assets / 13 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#003
TIMOTHY ROBERT MILLER, MD, INC. PROFIT SHARING PLAN
ProfitSharing
Assets$1.6M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
TIMOTHY ROBERT MILLER, MD, INC. DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$1.5M
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 003 | TIMOTHY ROBERT MILLER, MD, INC. PROFIT SHARING PLAN | ProfitSharing | $1.6M | 5 | 2025 | |
| 002 | TIMOTHY ROBERT MILLER, MD, INC. DEFINED BENEFIT PENSION PLAN | TraditionalDB | $1.5M | 8 | 2025 |
Retirement plans