Plan Snapshot
- Plan Sponsor: Milo'S Restaurant Holdings, LLC
- Sponsor EIN: 364714633
- Sponsor Address: 100 CENTERVIEW DRIVE, VESTAVIA HILLS, AL, 35216
- Plan Type: 401(k)
- Total Participants: 1,971
- Total Assets: $2.6M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 1,971 | $2.6M | $132,168 | $175,220 |
| 2023 | 173 | $2.6M | $169,329 | $204,969 |
| 2022 | 151 | $2.3M | $174,187 | $211,578 |
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 |
|---|---|---|---|---|
| ABBOT, LIVINGS, SMITH & HIGGINS, PC | Auditor | — | — | $0 |
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 | $664,046 | — | -$4,929 | — | — |
| 2023 | $431,739 | — | -$5,872 | — | — |
| 2022 | -$6,298 | $283 | — | — | — |