# Milstein Brothers Real Estate LLC 401(k) Plan
Source: https://planprovider.pro/companies/milstein-brothers-real-estate-llc-401k-plan

> Milstein Brothers Real Estate LLC's 401(k) plan: 331 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milstein Brothers Real Estate LLC

- **Sponsor EIN:** 134097228

- **Sponsor Address:** 335 MADISON AVENUE, NEW YORK, NY, 10017

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

- **Total Participants:** 331

- **Total Assets:** $47.1M

## 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|331|$47.1M|$318,853|$2.8M|

| 2023|335|$46.6M|$438,753|$2.8M|

| 2022|317|$40.4M|$232,299|$2.5M|

## 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|

| UBS FINANCIAL SERVICES INC|ADVISOR|$45,000|—|$45,000|

| FIDELITY INVESTMENTS INSTITUTIONAL|RECORDKEEPER|$23,583|—|$23,583|

| FGMK|Auditor|—|—|$0|

### Verified Provider Profiles

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

- [UBS FINANCIAL SERVICES INC](https://planprovider.pro/provider/aspire-financial-services) — ADVISOR

- [FIDELITY INVESTMENTS INSTITUTIONAL](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [FGMK](https://planprovider.pro/provider/fgmk-llc) — Auditor

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $68,583

- **Estimated Expense Ratio:** 0.146% 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|$96,692|$45,000|—|—|—|

| 2023|$70,166|$26,250|—|—|—|

| 2022|$75,231|$51,757|$19,847|—|$3,627|

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[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/milstein-brothers-real-estate-llc-401k-plan)

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