AUMdb

Millwood, Inc. 401(k) Profit Sharing Plan

Sponsored by Millwood, Inc. · EIN 341725500 · Plan #001

Total assets
$34.4M
Net assets
$34.2M
Active participants
1,687
With balances
1,309

Plan year beginning 01/01/2024 · 401(k)

Linked investment advisers

Advisory firms matched from Schedule C service providers (investment codes 26-28).

No linked investment advisers.

Service providers

Schedule C providers paid $5,000+ (large plans only).

Provider Services Direct comp
Stancorp Financial Group Claims processing, Recordkeeping, Custodial (other) $136,945
First National Trust Company Investment advisory (plan), Consulting fees $59,944