What public Form 5500 filings show about the Milford Consultants Ltd. 401(k) plan — and how to find and check your own account.
Milford Consultants Ltd. (EIN 01-0789442) reports MILFORD CONSULTANTS LTD. DEFINED CONTRIBUTION RETIREMENT PLAN on its most recent Form 5500, with $20.8M in plan assets across 97 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Milford Consultants Ltd. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Milford Consultants Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES.
