Sponsor portfolio
CASSANDRA M. MILBURY 1940 TRUST
EIN 25-6017442individual & family servicesLatest filing 2025
Plans
1
Retirement
1
$370K assets
Welfare
0
Participants
14
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | RETIREMENT PLAN OF CASSANDRA M. MILBURY 1940 TRUST | MoneyPurchase | $370K | 14 | 2025 |
Retirement plans