Cassandra M Milbury DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cassandra M Milbury
  • Sponsor EIN: 256437503
  • Sponsor Address: PO BOX 945, LIGONIER, PA, 15658
  • Plan Type: DC
  • Total Participants: 14
  • Total Assets: $1.2M

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202414$1.2M$73,287$0
202311$1.3M$64,765$0
202214$1.3M$77,254$0

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