How big is Milosi, Inc.'s plan?

Milosi, Inc.'s plan reported $234K in assets and 72 participants for 2024.

Original filing (PDF)20251106121251NAL0009433633001

Milosi, Inc.

Name: Milosi, Inc. — Milosi 401(k) Plan, Form 5500 (2024)
Creator: Milosi, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milosi 401(k) Plan

401(k) retirement plan · Milosi, Inc.'s Milosi 401(k) Plan held $234K in plan assets for 72 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Sheri Wofford signed Milosi, Inc.'s 2024 Form 5500 as plan administrator.

Sheri Wofford — 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

Milosi, Inc.'s EIN is 20-1110744.

EIN 20-1110744

Plan number 001

Plan year 2024

ACK ID 20251106121251NAL0009433633001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milosi, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milosi, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (7th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MILOSI, INC.

EIN

all filings

Address

160 CENTER POINT RD SOUTH SUITE 100 · HENDERSONVILLE, TN · 37075

Phone

(615) 509-1698

Industry

Admin Support & Waste Mgmt

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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