# Southworth-Milton, INC. DB Plan
Source: https://planprovider.pro/companies/milton-cat-plan

> Southworth-Milton, INC.'s DB plan: 36 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Southworth-Milton, INC.

- **Sponsor EIN:** 020258444

- **Sponsor Address:** 100 QUARRY DRIVE, MILFORD, MA, 01757

- **Plan Type:** DB

- **Total Participants:** 36

- **Total Assets:** $6.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

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

| 2024|36|$6.3M|$0|$0|

| 2023|37|$5.6M|$0|$0|

## 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|

| AMBROSI DONAHUE CONGDON & CO., P.C.|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|$28,852|—|—|—|—|

| 2023|$30,415|—|$30,415|—|—|

## Similar Plans

- [Cashman Equipment Corp.](https://planprovider.pro/companies/cashman-equipment-corp-401k-plan) — 18 participants

- [Elite Event Solutions INC.](https://planprovider.pro/companies/elite-event-solutions-inc-401k-plan) — 1 participants

- [Rentex, INC.](https://planprovider.pro/companies/rentex-inc-401k-plan) — 112 participants

- [Microfinancial, Incorporated](https://planprovider.pro/companies/microfinancial-incorporated-401k-plan) — 136 participants

- [Ppc Event Services, INC.](https://planprovider.pro/companies/ppc-event-services-inc-401k-plan) — 494 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/milton-cat-plan)

© 2026 PlanProvider.Pro