How big is Milford Council on Aging's plan?

Milford Council on Aging's plan reported $616K in assets and 10 participants for 2024.

Original filing (PDF)20251014142003NAL0006290866001

Milford Council on Aging

Name: Milford Council on Aging — Form 5500 (2024)
Creator: Milford Council on Aging
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Milford Council on Aging held $616K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

People on this filing

Phyllis Legget signed Milford Council on Aging's 2024 Form 5500 as plan administrator.

Phyllis Legget — 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

Milford Council on Aging's EIN is 06-0863519.

EIN 06-0863519

Plan number 002

Plan year 2024

ACK ID 20251014142003NAL0006290866001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milford Council on Aging from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milford Council on Aging's plan includes a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILFORD COUNCIL ON AGING.

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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.

Plan sponsor

Name

MILFORD COUNCIL ON AGING

EIN

all filings

Address

9 JEPSON DR · MILFORD, CT · 064603270

Phone

(203) 877-5131

Industry

Health Care & Social Assistance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

2J · 401(k) feature

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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