# Milstein, Jackson, Fairchild & Wade, LLP 401(k) Plan
Source: https://planprovider.pro/companies/milstein-jackson-fairchild-wade-llp-plan

> Milstein, Jackson, Fairchild & Wade, LLP's 401(k) plan: 33 participants, plan year 2023 financials, providers, and benchmarks from Form 5500.

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

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2023|33|$6.6M|$0|$124,308|

| 2022|37|$6.9M|$0|$14,570|

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