Milton Cost Advisors, INC. 401(k) Plan

Form 5500 filing data for plan year 2024.

Plan Snapshot

  • Plan Sponsor: Milton Cost Advisors, INC.
  • Sponsor EIN: 844061139
  • Sponsor Address: 1760 PROVIDENCE PLACE DRIVE, ALPHARETTA, GA, 30009
  • Plan Type: 401(k)
  • Total Participants: 1
  • Total Assets: $31,220

Key Plan Design Features

  • Auto-Enrollment: Yes
  • Auto-Escalation: No
  • Allows Roth Contributions: Yes
  • Participant Loans: No
  • Participant-Directed Investments: No
  • ERISA Section 404(c) Fiduciary Safe Harbor: No

Plan Financials by Year

YearParticipantsTotal AssetsEmployer Contrib.Employee Contrib.
20241$31,220$0$0
20231$31,102$0$0
20221$30,963$0$0

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