Plan Snapshot
- Plan Sponsor: Millwood, INC.
- Sponsor EIN: 341725500
- Sponsor Address: 3708 INTERNATIONAL BLVD, VIENNA, OH, 44473
- Plan Type: 401(k)
- Total Participants: 1,687
- Total Assets: $34.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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 | 1,687 | $34.4M | $613,422 | $3.5M |
| 2023 | 1,442 | $29.4M | $528,249 | $3.1M |
| 2022 | 1,395 | $25.8M | $448,659 | $2.7M |
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 |
|---|---|---|---|---|
| O'CONNOR, HOSO & LOREE, LLC | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- O'CONNOR, HOSO & LOREE, 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 | $196,889 | $59,944 | $136,945 | — | — |
| 2023 | $175,269 | $56,512 | $118,757 | — | — |
| 2022 | $165,872 | — | $165,872 | — | — |