How big is Milton Wealth Advisors, Inc.'s plan?

Milton Wealth Advisors, Inc.'s plan reported $1.1M in assets and 6 participants for 2023.

Original filing (PDF)20241014100953NAL0013106867001

Milton Wealth Advisors, Inc.

Name: Milton Wealth Advisors, Inc. — Milton Wealth, Form 5500 (2023)
Creator: Milton Wealth Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milton Wealth Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Milton Wealth Advisors, Inc.'s Milton Wealth Advisors, Inc. 401(k) Profit Sharing Plan held $1.1M in plan assets for 6 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan identifiers

Milton Wealth Advisors, Inc.'s EIN is 33-0435983.

EIN 33-0435983

Plan number 001

Plan year 2023

ACK ID 20241014100953NAL0013106867001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Milton Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Milton Wealth Advisors, Inc.'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 MILTON WEALTH ADVISORS, INC..

Finding similar companies…

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

Knocking points off