# Dr. Kelsey Milbert, P.A. 401(k) Plan
Source: https://planprovider.pro/companies/dr-kelsey-milbert-p-a-401k-plan

> Dr. Kelsey Milbert, P.A.'s 401(k) plan: 14 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Dr. Kelsey Milbert, P.A.

- **Sponsor EIN:** 853018091

- **Sponsor Address:** P.O. BOX 607, ST JOSEPH, MN, 56374

- **Plan Type:** 401(k)

- **Total Participants:** 14

- **Total Assets:** $1.1M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

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

| 2024|14|$1.1M|$1,703|$57,276|

| 2023|13|$991,920|$0|$41,716|

| 2022|12|$895,170|$0|$45,667|

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