· 2022–2024 · DOL EFAST2

MILIAN, SWAIN & ASSOCIATES, INC. — MILIAN, SWAIN & ASSOCIATES, INC. CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20250612104949NAL0016456401001

MILIAN, SWAIN & ASSOCIATES, INC.

Form 5500-SF

FILING_RECEIVED

MILIAN, SWAIN & ASSOCIATES, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

8

Accounts w/ balance

—

Plan assets (EOY)

$870K

Net assets (EOY)

$870K

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

75

Knocking points off

Plan is frozen (1I) — no new benefit accrual.

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILIAN, SWAIN & ASSOCIATES, INC..

Plan sponsor

Name

MILIAN, SWAIN & ASSOCIATES, INC.

EIN

65-0094999all filings

Address

2025 SW 32ND AVENUE SUITE 110 · MIAMI, FL · 331452211

Phone

(305) 441-0123

Industry

Engineering Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

1C · Cash balance or similar hybrid DB

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

1I · Frozen plan — no new benefit accrual

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Engineering Services plans

P&E ENGINEERING AND CONSULTING

P&E ENGINEERING AND CONSULTING 401(K) PROFIT SHARING PLAN & TRUST

$870K · 19 participants

EPIC PARTNERS, INC.

EPIC RETIREMENT ACCOUNT

$870K · 12 participants

COLE TECHNOLOGIES GROUP INC

COLE TECHNOLOGIES GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$870K · 50 participants

CYBIOMS CORP 401(K) P/S PLAN

$871K · 3 participants

METIS LI, LLC 401(K) PLAN

$871K · 6 participants

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.