How big is Millstone Financial Group's plan?

Millstone Financial Group's plan reported $375K in assets and 7 participants for 2024.

Original filing (PDF)20250630111244NAL0017220368001

Millstone Financial Group

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

Form 5500-SF

FILING_RECEIVED

Millstone Financial Group 401(k)

401(k) retirement plan · Millstone Financial Group's Millstone Financial Group 401(k) held $375K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$375K

Net assets (EOY)

$375K

People on this filing

Donald Albach signed Millstone Financial Group's 2024 Form 5500 as plan administrator.

Donald Albach — 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 Financial Group's EIN is 45-4984952.

EIN 45-4984952

Plan number 001

Plan year 2024

ACK ID 20250630111244NAL0017220368001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Millstone Financial Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 FINANCIAL 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