Plan Snapshot
- Plan Sponsor: Milazzo Enterprises, LLC
- Sponsor EIN: 202937464
- Sponsor Address: 400 E. SUMMIT AVE, WALES, WI, 53183
- Plan Type: 401(k)
- Total Participants: 156
- Total Assets: $4.5M
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 | 156 | $4.5M | $92,467 | $311,904 |
| 2023 | 1,599 | $3.7M | $63,991 | $229,418 |
| 2022 | 214 | $2.9M | $57,929 | $215,208 |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| GORDON J MAIER AND COMPANY LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $111,625 | — | $25,800 | — | — |
| 2023 | $34,929 | — | $21,137 | — | — |
| 2022 | $20,606 | $10,000 | $10,606 | — | — |