How big is The Milwealth Group LLC's plan?

The Milwealth Group LLC's plan reported $2.6M in assets and 10 participants for 2024.

Original filing (PDF)20250607050727NAL0022383440001

The Milwealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

The Milwealth Group LLC 401(k) Plan & Trust

401(k) retirement plan · The Milwealth Group LLC's The Milwealth Group LLC 401(k) Plan & Trust held $2.6M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Shirley Horner signed The Milwealth Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

The Milwealth Group LLC's EIN is 39-1976985.

EIN 39-1976985

Plan number 001

Plan year 2024

ACK ID 20250607050727NAL0022383440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Milwealth Group LLC'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 THE MILWEALTH GROUP LLC.

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