Plan Snapshot
- Plan Sponsor: Millbrook Support Services, INC.
- Sponsor EIN: 562340980
- Sponsor Address: C/O TRUST MANAGEMENT SERVICES, INC., SAN JOSE, CA, 95113
- Plan Type: Health & Welfare
- Plan Number: 501
- Total Participants: 110
- Total Assets: $477,907
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 | 110 | $477,907 | $700,535 | $98,991 |
| 2023 | 195 | $574,495 | $1.7M | $274,758 |
| 2022 | 0 | $155,909 | $952,491 | $0 |
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 |
|---|---|---|---|---|
| FCE BENEFIT ADMINISTRATIOR, INC | Other Service Provider | $98,029 | $4,527 | $102,556 |
| CLIFTONLARSONALLEN LLP | Auditor | $27,300 | — | $27,300 |
| CIGNA HEALTH AND LIFE INSURANCE CO | Other Service Provider | $17,629 | — | $17,629 |
| TRUST MANAGEMENT SERVICES | Other Service Provider | $14,384 | — | $14,384 |
| GLOBAL CARE | Other Service Provider | $6,016 | — | $6,016 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- CLIFTONLARSONALLEN LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $167,885
- Estimated Expense Ratio: 35.129% of plan assets
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 | $139,717 | — | $90,442 | $27,300 | — |
| 2023 | $238,213 | — | $210,664 | — | — |
| 2022 | $869,073 | — | — | — | — |