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  2. MILLER, HELMS, & FOLK, P.A.
Sponsor portfolio

MILLER, HELMS, & FOLK, P.A.

EIN 65-0225494-accounting-Latest filing 2025
Plans
1
Retirement
1
$3.7M assets
Welfare
0
Participants
11
6326 WHISKEY CREEK DR., SUITE A - FORT MYERS, FL 33919239-481-9696millerhelms-folk.comLinkedIn11-50 employeesaccounting
Plans on this EIN
1 filing
#001401k-$3.7M - 11 part

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Retirement#001

MILLER, HELMS, & FOLK, P.A. 401(K) PROFIT SHARING PLAN

401k

Assets$3.7M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Single plan on file. The full analytics live on the plan detail page - drill in to see them.

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILLER, HELMS, & FOLK, P.A. 401(K) PROFIT SHARING PLAN401k$3.7M112025
Retirement plans
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