Assets by plan
Share of aggregate retirement assets
Sponsor portfolioTH
J.ROGER MILLER & ASSOC., INC.
EIN 39-0986804Professional, Scientific, and Technical ServicesLatest filing 2025
Plans
2
Retirement
2
$3.3M assets
Welfare
0
Participants
28
5308 S. 12TH STREET - SHEBOYGAN, WI 530818015920-458-6164
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.3M assets / 28 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
J.ROGER MILLER & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN
401k
Assets$2.8M
Participants16
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#003
MILLER ENGINEERS & SCIENTIST EMPL STOCK OWNERSHIP PLAN
ESOP
Assets$515K
Participants12
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 | J.ROGER MILLER & ASSOC., INC. 401(K) RETIREMENT SAVINGS PLAN | 401k | $2.8M | 16 | 2025 | |
| 003 | MILLER ENGINEERS & SCIENTIST EMPL STOCK OWNERSHIP PLAN | ESOP | $515K | 12 | 2025 |
Retirement plans