How big is Milton Homes' plan?

Milton Homes' plan reported $227K in assets and 4 participants for 2023.

Original filing (PDF)20241016105015NAL0050918336001

Milton Homes

Name: Milton Homes — Milton Homes LLC 401(k) Profit, Form 5500 (2023)
Creator: Milton Homes
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milton Homes LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Milton Homes' Milton Homes LLC 401(k) Profit Sharing Plan & Trust held $227K in plan assets for 4 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

People on this filing

Christine Fasciano signed Milton Homes' 2023 Form 5500 as plan administrator.

Christine Fasciano — 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

Milton Homes' EIN is 84-3922123.

EIN 84-3922123

Plan number 001

Plan year 2023

ACK ID 20241016105015NAL0050918336001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Milton Homes from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Milton Homes' 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 MILTON HOMES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MILTON HOMES

EIN

all filings

Address

979 POST ROAD EAST · 1ST FLOOR · WESTPORT, CT · 06880

Phone

(203) 441-8385

Industry

Construction

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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