Milner, Inc. 401(k) Plan
Sponsored by Milner, Inc. · EIN 581681590 · Plan #002
- Total assets
- $37.2M
- Net assets
- $37.2M
- Active participants
- 322
- With balances
- 292
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691 | fuzzy_auto · 93% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Brooks Cook & Associates | Accounting | $50,000 |
| Empower Annuity Insurance Company | Recordkeeping fees | $49,979 |
| Merrill Lynch Pierce Fenner & Smith | Investment advisory (plan) | $33,587 |
| Precision Plan Administration | Contract administrator | $11,815 |