Cassandra M. Milbury DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Cassandra M. Milbury
  • Sponsor EIN: 251214026
  • Sponsor Address: PO BOX 945, LIGONIER, PA, 15658
  • Plan Type: DC
  • Total Participants: 14
  • Total Assets: $386,777

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$386,777$26,461$0
202311$499,546$26,560$0
202214$742,757$36,303$0

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