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Sponsor portfolio

MILFORD COUNCIL ON AGING

EIN 06-0863519-medical practice-Latest filing 2025
Plans
2
Retirement
2
$1.3M assets
Welfare
0
Participants
32
9 JEPSON DR - MILFORD, CT 064603270203-877-5131LinkedIn1-10 employeesmedical practice
Plans on this EIN
2 filings
#001ProfitSharing-$671K - 15 part#002401k-$623K - 17 part

Retirement portfolio analytics

2 plans aggregated / $1.3M assets / 32 participants

Assets by plan

Share of aggregate retirement assets

52%top
  • COUNCIL ON AGING (#001)52%
  • COUNCIL ON AGING (#002)48%
Total $1.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COUNCIL ON AGING (#002)17
  • COUNCIL ON AGING (#001)15
Total 32Click row to drill in

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF MILFORD COUNCIL ON AGING

ProfitSharing

Assets$671K
Participants15
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002

MILFORD COUNCIL ON AGING

401k

Assets$623K
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive

Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
001DEFINED CONTRIBUTION PENSION PLAN FOR EMPLOYEES OF MILFORD COUNCIL ON AGINGProfitSharing$671K152025
002MILFORD COUNCIL ON AGING401k$623K172025
Retirement plans
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