# Milrose Consultants, LLC 401(k) Plan
Source: https://planprovider.pro/companies/milrose-consultants-llc-401k-plan

> Milrose Consultants, LLC's 401(k) plan: 413 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milrose Consultants, LLC

- **Sponsor EIN:** 113039923

- **Sponsor Address:** 498 SEVENTH AVENUE, 17TH FLOOR, NEW YORK, NY, 10018

- **Plan Type:** 401(k)

- **Total Participants:** 413

- **Total Assets:** $17.9M

## 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|413|$17.9M|$201,450|$1.4M|

| 2023|296|$12.4M|$6,396|$983,013|

| 2022|244|$9.6M|$0|$874,198|

## 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|

| PRINCIPAL LIFE INSURANCE COMPANY|CONTRACT ADMINISTRATOR|$43,837|—|$43,837|

| WELLS FARGO ADVISORS FIN NETWORK|INVESTMENT ADVISORY|$31,130|$1,483|$32,613|

| MMA SECURITIES LLC|INVESTMENT ADVISORY|$7,166|$1|$7,167|

| PKF O'CONNOR DAVIES LLP|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [MMA SECURITIES LLC](https://planprovider.pro/provider/lpl-financial-llc) — INVESTMENT ADVISORY

- [PKF O'CONNOR DAVIES LLP](https://planprovider.pro/provider/bpas) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $83,617

- **Estimated Expense Ratio:** 0.468% 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|$82,134|$38,297|$43,837|—|—|

| 2023|$54,905|$26,057|$28,848|—|—|

| 2022|$49,028|$24,132|$24,896|—|—|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/milrose-consultants-llc-401k-plan)

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