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  2. HELEN MILBY & COMPANY INC.
Sponsor portfolio

HELEN MILBY & COMPANY INC.

EIN 20-2914504-supermarkets-Latest filing 2024
Plans
2
Retirement
2
$4.3M assets
Welfare
0
Participants
15
600 PENNSYLVANIA AVENUE, SE - STE 4 - WASHINGTON, DC 20003202-548-0021LinkedIn1-10 employeessupermarkets
Plans on this EIN
2 filings
#002TraditionalDB-$2.4M - 6 part#001401k-$2.0M - 9 part

Retirement portfolio analytics

2 plans aggregated / $4.3M assets / 15 participants

Assets by plan

Share of aggregate retirement assets

55%top
  • DEFINED BENEFIT PLAN (#002)55%
  • COMPANY INC. 401(K) (#001)45%
Total $4.3MClick slice to drill in

Participants by plan

Active + retired + deferred vested

  • COMPANY INC. 401(K) (#001)9
  • DEFINED BENEFIT PLAN (#002)6
Total 15Click 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#002

HELEN MILBY & COMPANY INC. DEFINED BENEFIT PLAN

TraditionalDB

Assets$2.4M
Participants6
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement#001

HELEN MILBY & COMPANY INC. 401(K) PLAN

401k

Assets$2.0M
Participants9
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans2

Plan #NameTypeAssetsParticipantsLatest year
002HELEN MILBY & COMPANY INC. DEFINED BENEFIT PLANTraditionalDB$2.4M62024
001HELEN MILBY & COMPANY INC. 401(K) PLAN401k$2.0M92024
Retirement plans
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