How big is Milfam LLC's plan?

Milfam LLC's plan reported $96K in assets and 11 participants for 2024.

Original filing (PDF)20250719083055NAL0004113104001

Milfam LLC

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

Form 5500-SF

FILING_RECEIVED

Milfam 401(k) Plan

401(k) retirement plan · Milfam LLC's Milfam 401(k) Plan held $96K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$96K

Net assets (EOY)

$96K

People on this filing

Nick Rice signed Milfam LLC's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Milfam LLC's EIN is 31-1486115.

EIN 31-1486115

Plan number 001

Plan year 2024

ACK ID 20250719083055NAL0004113104001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milfam LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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

Helping the score

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

Plan sponsor

Name

MILFAM LLC

EIN

all filings

Address

2336 S.E. OCEAN BOULEVARD · SUITE 400 · STUART, FL · 34996

Phone

(561) 612-4643

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-02-01

Tax period

2024-12-31

Filed

2025-07-19

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

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