How big is Millstone Management Group's plan?

Millstone Management Group's plan reported $900K in assets and 20 participants for 2024.

Original filing (PDF)20250715132838NAL0004804994001

Millstone Management Group

Name: Millstone Management Group — Millstone Management, Form 5500 (2024)
Creator: Millstone Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Millstone Management Group 401(k) & Profit Sharing Plan

401(k) retirement plan · Millstone Management Group's Millstone Management Group 401(k) & Profit Sharing Plan held $900K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$900K

Net assets (EOY)

$900K

People on this filing

Anthony Warren signed Millstone Management Group's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Millstone Management Group's EIN is 27-1340431.

EIN 27-1340431

Plan number 001

Plan year 2024

ACK ID 20250715132838NAL0004804994001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Millstone Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Millstone Management Group'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 MILLSTONE MANAGEMENT GROUP.

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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