Milstein, Jackson, Fairchild & Wade, LLP 401(k) Plan

Form 5500 filing data for plan year 2023.

Plan Snapshot

  • Plan Sponsor: Milstein, Jackson, Fairchild & Wade, LLP
  • Sponsor EIN: 954598207
  • Sponsor Address: 2450 COLORADO AVENUE, SANTA MONICA, CA, 90404
  • Plan Type: 401(k)
  • Total Participants: 33
  • Total Assets: $6.6M

Key Plan Design Features

  • Auto-Enrollment: No
  • 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

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
202333$6.6M$0$124,308
202237$6.9M$0$14,570

Similar Plans