How big is Milner & Nelson, PLLC's plan?

Milner & Nelson, PLLC's plan reported $1.7M in assets and 9 participants for 2024.

Original filing (PDF)20250723124043NAL0003451505001

Milner & Nelson, PLLC

Name: Milner & Nelson, PLLC — Fibonacci Smile Retirement, Form 5500 (2024)
Creator: Milner & Nelson, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fibonacci Smile Retirement Plan & Trust

401(k) retirement plan · Milner & Nelson, PLLC's Fibonacci Smile Retirement Plan & Trust held $1.7M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Milner & Nelson, PLLC's EIN is 93-1623388.

EIN 93-1623388

Plan number 001

Plan year 2024

ACK ID 20250723124043NAL0003451505001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milner & Nelson, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milner & Nelson, PLLC's plan includes a 401(k) feature, profit-sharing.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILNER & NELSON, PLLC.

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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