MILANI, LEE & ASSOCIATES CPA A PROFESSIONAL CORPORATION
Form 5500-SF
FILING_RECEIVED
MILANI & ASSOCIATES 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
9
Accounts w/ balance
12
Plan assets (EOY)
$5.0M
Net assets (EOY)
$5.0M
Plan health score
95
/ 100
Grade A
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
81
Vendor & structure
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILANI, LEE & ASSOCIATES CPA A PROFESSIONAL CORPORATION.
Plan sponsor
Name
MILANI, LEE & ASSOCIATES CPA A PROFESSIONAL CORPORATION
EIN
77-0491567
Address
1570 THE ALAMEDA · SUITE 315 · SAN JOSE, CA · 95126
Phone
(408) 288-5358
Industry
CPA Offices· Professional & Technical Servicessee all
