How big is The Millstone Evans Group LLC's plan?

The Millstone Evans Group LLC's plan reported $1.3M in assets and 13 participants for 2024.

Original filing (PDF)20250529143628NAL0007418785001

The Millstone Evans Group LLC

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

Form 5500-SF

FILING_RECEIVED

The Millstone Evans Group 401(k) and Profit Sharing

401(k) retirement plan · The Millstone Evans Group LLC's The Millstone Evans Group 401(k) and Profit Sharing held $1.3M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Kelly Ferko signed The Millstone Evans Group LLC's 2024 Form 5500 as plan administrator.

Kelly Ferko — 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

The Millstone Evans Group LLC's EIN is 85-0499353.

EIN 85-0499353

Plan number 001

Plan year 2024

ACK ID 20250529143628NAL0007418785001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Millstone Evans Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MILLSTONE EVANS GROUP LLC.

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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