Plan Snapshot
- Plan Sponsor: Milton Cost Advisors, INC.
- Sponsor EIN: 844061139
- Sponsor Address: 1760 PROVIDENCE PLACE DRIVE, ALPHARETTA, GA, 30009
- Plan Type: 401(k)
- Plan Number: 001
- Total Participants: 1
- Total Assets: $31,235
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
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
| 2025 | 1 | $31,235 | $0 | $0 |
| 2024 | 1 | $31,220 | $0 | $0 |
| 2023 | 1 | $31,102 | $0 | $0 |
| 2022 | 1 | $30,963 | $0 | $0 |
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