Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
J.R. MILLER & ASSOCIATES, INC.
EIN 33-0110222Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$9.2M assets
Welfare
0
Participants
147
2700 SATURN ST - BREA, CA 928216798714-524-1870
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $9.2M assets / 147 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#001
J.R. MILLER AND ASSOCIATES INC. EMPLOYEE SAVINGS PLAN
401k
Assets$8.5M
Participants72
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
JRMA EMPLOYEE STOCK OWNERSHIP PLAN
ESOP
Assets$710K
Participants75
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | J.R. MILLER AND ASSOCIATES INC. EMPLOYEE SAVINGS PLAN | 401k | $8.5M | 72 | 2025 | |
| 002 | JRMA EMPLOYEE STOCK OWNERSHIP PLAN | ESOP | $710K | 75 | 2025 |
Retirement plans