Sponsor portfolio
MILLER FERRARI WEALTH MANAGEMENT, INC
EIN 45-1545421financial servicesLatest filing 2025
Plans
1
Retirement
1
$968K assets
Welfare
0
Participants
7
333 SW UPPER TERRACE DRIVE, SUITE 200 - BEND, OR 97702541-639-8055millerferrari.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MFWM 401(K) AND PROFIT SHARING PLAN | 401k | $968K | 7 | 2025 |
Retirement plans