Assets by plan
Share of aggregate retirement assets
76%top
Sponsor portfolio
MCMILLIAN & ASSOCIATES
EIN 58-2577306accountingLatest filing 2024
Plans
4
Retirement
2
$2.5M assets
Welfare
2
Participants
68
280 INTERSTATE NORTH CIR SE, STE 61 - ATLANTA, GA 30339706-302-7778mcataxcredits.comLinkedIn11-50 employeesaccounting
Plans on this EIN
4 filingsRetirement portfolio analytics
2 plans aggregated / $2.5M assets / 34 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
MCMILLIAN & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
TraditionalDB
Assets$1.9M
Participants19
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#002
MCMILLIAN & ASSOCIATES 401(K) PLAN & TRUST
401k
Assets$598K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Welfare#001
MCMILLIAN & ASSOCIATES DEFINED BENEFIT PLAN & TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Welfare#002
MCMILLIAN & ASSOCIATES 401(K) PLAN & TRUST
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MCMILLIAN & ASSOCIATES DEFINED BENEFIT PLAN & TRUST | TraditionalDB | $1.9M | 19 | 2024 | |
| 002 | MCMILLIAN & ASSOCIATES 401(K) PLAN & TRUST | 401k | $598K | 15 | 2024 |
Welfare plans2
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 001 | MCMILLIAN & ASSOCIATES DEFINED BENEFIT PLAN & TRUST | Self Funded | - | $0 | 0 | 2024 | |
| 002 | MCMILLIAN & ASSOCIATES 401(K) PLAN & TRUST | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans