The Milford Bank 401(k) Profit Sharing Plan With Cash Or Deferred Arrangement
Sponsored by The Milford Bank · EIN 060453420 · Plan #002
- Total assets
- $23.0M
- Net assets
- $23.0M
- Active participants
- 90
- With balances
- 117
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 |
|---|---|---|
| Alden Capital Management Inc. CRD 293551 | deterministic · 100% | 2024 |
| Wilshire Advisors Llc CRD 6210 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $67,062 |
| Alden Capital | Investment advisory (plan), Other fees | $0 |
| Wilshire Advisors Llc | Investment advisory (plan), Other investment fees and expenses | $0 |