# Millwood, INC. 401(k) Plan
Source: https://planprovider.pro/companies/millwood-inc-401k-plan

> Millwood, INC.'s 401(k) plan: 1,687 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/oconnor-hoso-and-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|—|—|

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