Retirement plan

T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN

Name: T. R. MILLER MILL COMPANY, INC. - T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN (2024) Form 5500
Creator: T. R. MILLER MILL COMPANY, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN, T. R. MILLER MILL COMPANY, INC.

T. R. MILLER MILL COMPANY, INC.EIN 63-0141530Plan #002PY 2024

215 DEER STREET, P. O. BOX 708 - BREWTON, AL 36427251-867-4331LinkedIn11-50 employeesbuilding materials

Prospect flagsNo flags tripped

Top hat statement on fileNQDC

Filed April 25, 1994

This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.

Open the filing PDF

How to read this page

Total assets (EOY)

$14.9M

-1.3% from 2023

Total participants

261

-7.8% from 2023

Average account balance

$62,989

+0.4% from 2023

Annual return

14.03%

-2.55 pp from 2023

Benchmarks

See 575 peers

Peer group

Industry11 - Agriculture, Forestry, Fishing and Hunting

Plan typeDefined contribution

Participants100-249

Cohort575 peers

Snapshot2024

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$14.93M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$63K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

237

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

86.0%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$818K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+14.03%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$101

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 5 by compensation

Provider	Service type	Compensation
TRUSTMARK NATIONAL BANK10+ years Service code 19 · EIN 64-0180810	Securities Custodian	$34,962
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215	Recordkeeping	$31,079
BENEFIT PROFESSIONALS, INC.7 years Service code 10	Accounting	$20,916
PROACCOUNT1 year Service code 26 · EIN 73-0988442	Advisory (Participants)	$7,873
BENEFIT PROFESSIONALS, INC.2 years Filed as: BENEFIT PROFESSIONALS, INC Service code 10 · EIN 63-0913824	Accounting	$4,297

Plan features & details

Pension benefit codes2E2J2K2F2G2S3D3H

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.
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.
3H
Controlled group member
Plan sponsor(s) is (are) a member(s) of a controlled group (Code sections 414(b) (c) or (m)).

Opportunity flags

0 tripped

No flags tripped for this filing year. This plan looks clean.

Expense breakdown

Schedule H Part II

Admin total

$24K

$139 / participant

Investment mgmt$24K100.0%

% of EOY assets

0.160%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Unqualified opinion

Auditor signed off without reservation - the cleanest possible opinion.

Auditor firm: LANIGAN & ASSOCIATES, P.C.
Auditor EIN: 581304721
Audit fees: (not subdivided)
Opinion code: Unqualified

Metric

This plan

Peer set

Industry

Size

Avg account balance

$62,989

$62,393+1.0%

$120,580-47.8%

$74,478-15.4%

Participation rate

86.0%

56.8%+29.2pp

72.0%+14.0pp

67.2%+18.7pp

Annual return

14.03%

18.61%-4.6pp

107.48%-93.4pp

1370.56%-1356.5pp

Employer contribution / active EE

$1,676

$1,845-9.1%

$3,469-51.7%

$2,626-36.2%

Participant deferral / active EE

$3,106

$2,886+7.6%

$4,995-37.8%

$4,350-28.6%

Admin fee / account holder

$101

$2,396-95.8%

$9,418-98.9%

$1,946-94.8%

Provider

Service type

Compensation

TRUSTMARK NATIONAL BANK10+ years

Service code 19 · EIN 64-0180810

Securities Custodian

$34,962

NATIONWIDE10+ years

Service code 15

ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215

Recordkeeping

$31,079

BENEFIT PROFESSIONALS, INC.7 years

Service code 10

Accounting

$20,916

PROACCOUNT1 year

Service code 26 · EIN 73-0988442

Advisory (Participants)

$7,873

BENEFIT PROFESSIONALS, INC.2 years

Filed as: BENEFIT PROFESSIONALS, INC

Service code 10 · EIN 63-0913824

Accounting

$4,297

T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

T. R. MILLER MILL COMPANY, INC. SAVINGS AND PROFIT SHARING PLAN

Top hat statement on fileNQDC

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion