Original filing (PDF)20260224132527NAL0001514755001

MILBERG FACTORS, INC.

Name: MILBERG FACTORS, INC. — MILBERG FACTORS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MILBERG FACTORS, INC.

Form 5500-SF

FILING_RECEIVED

MILBERG FACTORS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$37.7M

Net assets (EOY)

$37.7M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILBERG FACTORS, INC..

Plan sponsor

Name

MILBERG FACTORS, INC.

EIN

13-2627714

Address

99 PARK AVENUE · 21ST FLOOR · NEW YORK, NY · 10016

Phone

(646) 717-9231

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-11-01

Tax period

2025-10-31

Filed

2026-02-24

Pension benefit codes

2E · Profit-sharing

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

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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