Plan Snapshot
- Plan Sponsor: Milbern Builders Associates, INC.
- Sponsor EIN: 231649997
- Sponsor Address: 707 EAGLEVIEW BOULEVARD, EXTON, PA, 19341
- Plan Type: 401(k)
- Total Participants: 109
- Total Assets: $18.2M
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 | 109 | $18.2M | $606,254 | $907,378 |
| 2023 | 106 | $16.0M | $554,155 | $818,640 |
| 2022 | 104 | $16.0M | $525,399 | $754,480 |
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 |
|---|---|---|---|---|
| TORRILLO & ASSOCIATES, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- TORRILLO & ASSOCIATES, LLC — Auditor
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 | $8,628 | $2,394 | $6,234 | — | — |
| 2023 | $9,571 | $2,781 | $6,790 | — | — |
| 2022 | $8,567 | $2,500 | $6,067 | — | — |