Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
MILIAN, SWAIN & ASSOCIATES, INC.
EIN 65-0094999environmental servicesLatest filing 2025
Plans
2
Retirement
2
$3.7M assets
Welfare
0
Participants
25
2025 SW 32ND AVENUE, SUITE 110 - MIAMI, FL 331452211305-441-0123milianswain.comLinkedIn11-50 employeesenvironmental services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.7M assets / 25 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILIAN, SWAIN & ASSOCIATES 401(K) PROFIT SHARING PLAN
401k
Assets$2.8M
Participants17
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#002
MILIAN, SWAIN & ASSOCIATES, INC. CASH BALANCE PLAN
CashBalance
Assets$849K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILIAN, SWAIN & ASSOCIATES 401(K) PROFIT SHARING PLAN | 401k | $2.8M | 17 | 2025 | |
| 002 | MILIAN, SWAIN & ASSOCIATES, INC. CASH BALANCE PLAN | CashBalance | $849K | 8 | 2025 |
Retirement plans