Assets by plan
Share of aggregate retirement assets
Filings through .
McMillan Financial Services, Inc.
EIN 71-0583399financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.9M assets
Health & Benefits
0
Participants
8
622 S. 21ST STREET - FORT SMITH, AR 72901479-785-5151mcmillanfinancialservices.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $1.9M assets / 8 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#002
MCMILLAN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
401(k)
Assets$1.6M
Participants5
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#001
MCMILLAN FINANCIAL SERVICES, INC. CASH BALANCE PLAN
Cash balance
Assets$308K
Participants3
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #002 | MCMILLAN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401(k) | $1.6M | 5 | 2025 |
| #001 | MCMILLAN FINANCIAL SERVICES, INC. CASH BALANCE PLAN | Cash balance | $308K | 3 | 2025 |
- #002 · 401(k) · 20255
- #001 · Cash balance · 20253
Retirement plans