MILSTEAD AND ASSOCIATES, LLC 401(K) PLAN

[ EIN: 02-0554658 | Plan No. 001 ]

MILSTEAD AND ASSOCIATES, LLC 401(K) PLAN, sponsored by MILSTEAD AND ASSOCIATES, LLC, appears in Form 5500 filings as a 401(k) plan. The plan reported 53 participants and total assets of $1,497,259 during the 2023 reporting period.

Form 5500 filings provide transparency into participant counts, financial structure, and compliance reporting.

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Plan Sponsor: MILSTEAD AND ASSOCIATES, LLC

Location: 1 E. STOW ROAD, MARLTON, NJ 08053

EIN: 020554658

Plan Number: 001

Plan Year: 2023

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 53

Total Assets: $1,497,259

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