How big is Millivan Associates Inc.'s plan?

Millivan Associates Inc.'s plan reported $1.2M in assets and 43 participants for 2024.

Original filing (PDF)20250407163123NAL0016551649001

Millivan Associates Inc.

Name: Millivan Associates Inc. — Millivan Associates Inc., Form 5500 (2024)
Creator: Millivan Associates Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Millivan Associates Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Millivan Associates Inc.'s Millivan Associates Inc. 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 43 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

Millivan Associates Inc.'s EIN is 56-2111140.

EIN 56-2111140

Plan number 001

Plan year 2024

ACK ID 20250407163123NAL0016551649001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Millivan Associates 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 MILLIVAN ASSOCIATES INC.

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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

Knocking points off