# Millbrook Support Services, INC. Health & Welfare Plan
Source: https://planprovider.pro/companies/millbrook-support-services-inc-562340980-501

> Millbrook Support Services, INC.'s Health & Welfare plan: 110 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/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|—|—|—|—|

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