# Southworth-Milton INC 401(k) Plan
Source: https://planprovider.pro/companies/southworth-milton-inc-401k-plan

> Southworth-Milton INC's 401(k) plan: 1,381 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:** 401(k)

- **Total Participants:** 1,381

- **Total Assets:** $156.8M

## 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|1,381|$156.8M|$4.7M|$12.5M|

| 2023|1,304|$128.5M|$3.4M|$10.6M|

| 2022|1,065|$97.7M|$2.9M|$8.8M|

## 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|$171,738|$65,363|—|—|—|

| 2023|$60,946|$59,671|—|—|—|

| 2022|$46,486|$45,436|—|—|—|

## Similar Plans

- [Robert Reiser & Company, INC.](https://planprovider.pro/companies/robert-reiser-company-inc-401k-plan) — 590 participants

- [Kraft Power Corporation](https://planprovider.pro/companies/kraft-power-corporation-401k-plan) — 180 participants

- [Eastern Bearings, INC. Dba Eastern Industrial Automation](https://planprovider.pro/companies/eastern-bearings-inc-dba-eastern-industrial-automation-401k-plan) — 157 participants

- [Cn Wood Company, INC.](https://planprovider.pro/companies/cn-wood-company-inc-401k-plan) — 135 participants

- [Absolute Machinery Corporation](https://planprovider.pro/companies/absolute-machinery-corporation-401k-plan) — 85 participants

- [Lewa America INC](https://planprovider.pro/companies/lewa-america-inc-401k-plan) — 80 participants

[View full interactive plan profile on PlanProvider.Pro](https://planprovider.pro/companies/southworth-milton-inc-401k-plan)

© 2026 PlanProvider.Pro