Filings through Oct 24, 2026.

Retirement plan

Paul Miller & Its Affiliates 401(k) Plan

Name: PAUL MILLER AUTO GROUP, LLC - PAUL MILLER & ITS AFFILIATES 401(K) PLAN (2025) Form 5500
Creator: PAUL MILLER AUTO GROUP, LLC
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, PAUL MILLER & ITS AFFILIATES 401(K) PLAN, PAUL MILLER AUTO GROUP, LLC

Paul Miller Auto Group, LLCEIN 20-4476901Plan #001PY 2025

179 ROUTE 46 - PARSIPPANY, NJ 07054973-575-7750

Prospect flagsFailed to transmit contributionsFew collective trustsFund lineup: 30 funds, $49.6M

How to read this page

Total assets (EOY)

$51.2M

No prior year

Total participants

889

No prior year

Average account balance

$65,189

No prior year

Annual return

18.14%

No prior year

Benchmarks

See 1,309 peers

Peer group

Industry44 - Retail Trade

Plan typeDefined contribution

Participants250-999

Cohort1,309 peers

Snapshot2025

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Analytics

Less than 3 years of history available for this plan

We'll show a chart here once at least 3 consecutive filings are on record.

Service providers

Top 4 by compensation

Provider	Service type	Compensation
PROACCOUNT1+ years Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215	Advisory (Participants)	$17,120
MORGAN STANLEY SMITH BARNEY1+ years Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 ATTN ADVISORY FEE BILLING · BALTIMORE, MD 21231	Advisory (Participants)	$13,469
INTAC ACTUARIAL SERVICES1+ years Service code 15 · EIN 22-2446239 300 TICE BLVD · WOODCLIFF LAKE, NJ 07677	Recordkeeping	$1,768
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 27 · EIN 31-4177100 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215	Advisory (Plan)	$9

Fund lineup

CSV with Pro

30 funds of $250K or more; 29 lines in all, holding $49.6M of the plan's $51.2M. From the 2025 filing. Recordkeeper: Nationwide.

In collective trusts0%median 0% for plans of $50M to $250M (12,424 plans)

In index funds42%median 25% for plans of $50M to $250M (12,424 plans)

In the main target-date series48%median 37% for plans of $50M to $250M (12,424 plans)

Employer stockNo

Target-date series: Vanguard Target Retirement, mutual fund, 48% of fund dollars

Fund	Manager	Vehicle	Dollars	% of funds%
Vanguard Target Retirement Vanguard · Mutual fund Target-date, 11 vintages	Vanguard	Mutual fund	$23.7M	47.9%
Vanguard Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$6.2M	12.5%
Vanguard 500 Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$4.0M	8.2%
Vanguard Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.9M	3.9%
Vanguard Large-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.7M	3.4%
Fidelity U.S. Bond Index Fund Fidelity (FMR) · Mutual fund Index	Fidelity (FMR)	Mutual fund	$1.3M	2.7%
Vanguard Mid-Cap Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$1.3M	2.6%
Vanguard Global Wellington Fund Admiral Shares Vanguard · Mutual fund	Vanguard	Mutual fund	$1.1M	2.2%
Vanguard Mid-Cap Value Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$966K	1.9%
Vanguard Mid-Cap Growth Index Fund Admiral Shares Vanguard · Mutual fund Index	Vanguard	Mutual fund	$935K	1.9%

See the other 19 lines in this lineup with Pro.

Covers 71,097 large plans that list their funds in their annual filing. Updated Nov 3, 2026. Shares describe these plans, not the whole market.

Plan features & details

Pension benefit codes2E2F2G2J2K2S2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2K
Code section 401(m) arrangement
Employee contributions are allocated to separate accounts under the plan or employer contributions are based in whole or in part on employee deferrals or contributions to the plan. Not applicable to 401(k) plans with only QNECs and/or QMACs or to 403(b)(1) 403(b)(7) or 408 arrangements.
2S
Automatic enrollment
Plan provides for automatic enrollment in plan that has elective contributions deducted from payroll.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

1 tripped

ComplianceFailed to transmit contributions
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).

Expense breakdown

Schedule H Part II

Admin total

$100K

$150 / participant

Recordkeeping$100K100.0%

% of EOY assets

0.196%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

The auditor signed off without reservation. This is the cleanest opinion.

Auditor firm: WITHUM SMITH & BROWN
Auditor EIN: 222027092
Audit fees: $0
Opinion code: Unqualified

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Provider

Service type

Compensation

PROACCOUNT1+ years

Service code 26 · EIN 73-0988442

10 W NATIONWIDE BLVD · COLUMBUS, OH 43215

Advisory (Participants)

$17,120

MORGAN STANLEY SMITH BARNEY1+ years

Filed as: MORGAN STANLEY

Service code 26 · EIN 26-4310632

ATTN ADVISORY FEE BILLING · BALTIMORE, MD 21231

Advisory (Participants)

$13,469

INTAC ACTUARIAL SERVICES1+ years

Service code 15 · EIN 22-2446239

300 TICE BLVD · WOODCLIFF LAKE, NJ 07677

Recordkeeping

$1,768

NATIONWIDE1+ years

Filed as: NATIONWIDE TRUST COMPANY

Service code 27 · EIN 31-4177100

10 W NATIONWIDE BLVD · COLUMBUS, OH 43215

Advisory (Plan)

Fund

Dollars

% of funds%

Vanguard Target Retirement

Vanguard · Mutual fund

Target-date, 11 vintages

$23.7M

47.9%

Vanguard Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$6.2M

12.5%

Vanguard 500 Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$4.0M

8.2%

Vanguard Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.9M

3.9%

Vanguard Large-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.7M

3.4%

Fidelity U.S. Bond Index Fund

Fidelity (FMR) · Mutual fund

Index

$1.3M

2.7%

Vanguard Mid-Cap Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$1.3M

2.6%

Vanguard Global Wellington Fund Admiral Shares

Vanguard · Mutual fund

$1.1M

2.2%

Vanguard Mid-Cap Value Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$966K

1.9%

Vanguard Mid-Cap Growth Index Fund Admiral Shares

Vanguard · Mutual fund

Index

$935K

1.9%

Paul Miller & Its Affiliates 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Paul Miller & Its Affiliates 401(k) Plan

Summary metrics

Benchmarksi

Analytics

Service providersi

Fund lineupi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Fund lineup

Opportunity flags

Expense breakdown

Audit opinion