How big is Milwin Management, Inc.'s plan?

Milwin Management, Inc.'s plan reported $879K in assets and 5 participants for 2024.

Original filing (PDF)20250611143704NAL0026103936001

Milwin Management, Inc.

Name: Milwin Management, Inc. — Milwin Management Cash, Form 5500 (2024)
Creator: Milwin Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milwin Management Cash Balance Plan

Defined-benefit pension plan · Milwin Management, Inc.'s Milwin Management Cash Balance Plan held $879K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$879K

Net assets (EOY)

$879K

People on this filing

Eric Guefen signed Milwin Management, Inc.'s 2024 Form 5500 as plan administrator.

Eric Guefen — 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

Milwin Management, Inc.'s EIN is 95-4348684.

EIN 95-4348684

Plan number 002

Plan year 2024

ACK ID 20250611143704NAL0026103936001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milwin Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milwin Management, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score