How big is Milton Residences for the Elderl's plan?

Milton Residences for the Elderl's plan reported $1.2M in assets and 24 participants for 2024.

Original filing (PDF)20250603124649NAL0007616083001

Milton Residences for the Elderl

Name: Milton Residences for the Elderl — Milton Residences, Form 5500 (2024)
Creator: Milton Residences for the Elderl
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milton Residences for the Elderly 401(k) Profit Sharing Plan

401(k) retirement plan · Milton Residences for the Elderl's Milton Residences for the Elderly 401(k) Profit Sharing Plan held $1.2M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Sarah McLaren signed Milton Residences for the Elderl's 2024 Form 5500 as plan administrator.

Sarah McLaren — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Milton Residences for the Elderl's EIN is 04-6207699.

EIN 04-6207699

Plan number 001

Plan year 2024

ACK ID 20250603124649NAL0007616083001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milton Residences for the Elderl from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milton Residences for the Elderl's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILTON RESIDENCES FOR THE ELDERL.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

MILTON RESIDENCES FOR THE ELDERL

EIN

all filings

Address

600 CANTON AVENUE · MILTON, MA · 02186

Phone

(617) 698-3005

Industry

Real Estate

Plan administrator