Plan Snapshot
- Plan Sponsor: Miltons Distributing Co., INC.
- Sponsor EIN: 042637325
- Sponsor Address: 305 FORBES BLVD, MANSFIELD, MA, 02048
- Plan Type: 401(k)
- Total Participants: 128
- Total Assets: $11.9M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 128 | $11.9M | $570,152 | $738,559 |
| 2023 | 144 | $10.3M | $455,799 | $637,345 |
| 2022 | 150 | $8.9M | $427,443 | $537,247 |
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 |
|---|---|---|---|---|
| ERNEST LOEWENWARTER & CO. LLP | 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 | $55,675 | $26,189 | — | — | — |
| 2023 | $47,553 | $21,924 | — | — | — |
| 2022 | $36,305 | — | — | — | — |