J.R. MILLER AND ASSOCIATES INC. EMPLOYEE SAVINGS PLAN

[ EIN: 33-0110222 | Plan No. 001 ]

Form 5500 filing classifies J.R. MILLER AND ASSOCIATES INC. EMPLOYEE SAVINGS PLAN as a 401(k) plan, sponsored by J.R. MILLER & ASSOCIATES, INC.. The plan is a Small Plan with 73 participants and total assets of $6,950,875 reported for the 2024 plan year.

401(k) plans are subject to ERISA disclosure requirements and annual reporting obligations.

---

Plan Sponsor: J.R. MILLER & ASSOCIATES, INC.

Location: 2700 SATURN ST, BREA, CA 92821

EIN: 330110222

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 73

Total Assets: $6,950,875

---