Plan Snapshot
- Plan Sponsor: Milum Express, LLC
- Sponsor EIN: 823526426
- Sponsor Address: 8175 W 32 AVE #1, HIALEAH, FL, 33018
- Plan Type: 401(k)
- Total Participants: 216
- Total Assets: $1.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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. |
|---|---|---|---|---|
| 2024 | 216 | $1.4M | $322,662 | $237,240 |
| 2023 | 195 | $1.4M | $192,725 | $111,606 |
| 2022 | 123 | $1.0M | $27,721 | $7,039 |
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 |
|---|---|---|---|---|
| HUMAN INTEREST ADVISOR LLC | RECORDKEEPER | $5,609 | — | $5,609 |
| BAUKNIGHT PIETRAS & STORMER, PA | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- HUMAN INTEREST ADVISOR LLC — RECORDKEEPER
- BAUKNIGHT PIETRAS & STORMER, PA — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $5,609
- Estimated Expense Ratio: 0.410% of plan assets
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 | $5,604 | $5,604 | — | — | — |
| 2023 | $5,214 | $5,214 | — | — | — |
| 2022 | — | — | — | — | — |