# Cassandra M. Milbury Separate Trust DC Plan
Source: https://planprovider.pro/companies/cassandra-m-milbury-separate-trust-plan

> Cassandra M. Milbury Separate Trust's DC plan: 15 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Cassandra M. Milbury Separate Trust

- **Sponsor EIN:** 256437506

- **Sponsor Address:** PO BOX 945, LIGONIER, PA, 15658

- **Plan Type:** DC

- **Total Participants:** 15

- **Total Assets:** $1.9M

## 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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|15|$1.9M|$97,819|$0|

| 2023|12|$2.0M|$93,171|$0|

| 2022|15|$2.1M|$116,643|$0|

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