Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MCMILLAN FINANCIAL SERVICES, INC.
EIN 71-0583399financial servicesLatest filing 2025
Plans
2
Retirement
2
$1.6M assets
Welfare
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 / $1.6M assets / 8 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
MCMILLAN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN
401k
Assets$1.3M
Participants5
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001
MCMILLAN FINANCIAL SERVICES, INC. CASH BALANCE PLAN
CashBalance
Assets$308K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | MCMILLAN FINANCIAL SERVICES, INC. 401(K) PROFIT SHARING PLAN | 401k | $1.3M | 5 | 2024 | |
| 001 | MCMILLAN FINANCIAL SERVICES, INC. CASH BALANCE PLAN | CashBalance | $308K | 3 | 2025 |
Retirement plans