Millhaven Management Corporation DC Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Millhaven Management Corporation
  • Sponsor EIN: 812286233
  • Sponsor Address: 3805 FORESTGLEN DRIVE, LA CRESCENTA, CA, 91214
  • Plan Type: DC
  • Total Participants: 2
  • Total Assets: $374,891

Key Plan Design Features

  • Auto-Enrollment: No
  • Auto-Escalation: No
  • Allows Roth Contributions: No
  • Participant Loans: Yes
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: Yes

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20242$374,891$0$0
20232$399,755$0$0
20222$574,124$0$0

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