PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MILLER & ASSOCIATES, CPAS, INC.
Sponsor portfolio

MILLER & ASSOCIATES, CPAS, INC.

EIN 27-1540658-accounting-Latest filing 2025
Plans
2
Retirement
2
$5.0M assets
Welfare
0
Participants
9
1118 JENNIFER LANE - SANTA ROSA, CA 95403707-525-1640millercpa.bizLinkedIn1-10 employeesaccounting
Plans on this EIN
2 filings
#001401k-$3.5M - 6 part#002CashBalance-$1.4M - 3 part

Retirement portfolio analytics

2 plans aggregated / $5.0M assets / 9 participants

Assets by plan

Share of aggregate retirement assets

71%top
  • 401(K) RETIREMENT PLAN (#001)71%
  • CASH BALANCE PLAN (#002)29%
Total $5.0MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • 401(K) RETIREMENT PLAN (#001)6
  • CASH BALANCE PLAN (#002)3
Total 9Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MILLER & ASSOCIATES CPAS, INC. 401(K) RETIREMENT PLAN

401k

Assets$3.5M
Participants6
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MILLER & ASSOCIATES CPAS, INC. CASH BALANCE PLAN

CashBalance

Assets$1.4M
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001MILLER & ASSOCIATES CPAS, INC. 401(K) RETIREMENT PLAN401k$3.5M62025
002MILLER & ASSOCIATES CPAS, INC. CASH BALANCE PLANCashBalance$1.4M32025
Retirement plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica