Retirement plan

MILBERG FACTORS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN

Name: MILBERG FACTORS, INC. - MILBERG FACTORS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN (2025) Form 5500
Creator: MILBERG FACTORS, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILBERG FACTORS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN, MILBERG FACTORS, INC.

MILBERG FACTORS, INC.EIN 13-2627714Plan #001PY 2025

99 PARK AVENUE, 21ST FLOOR - NEW YORK, NY 10016646-717-9231milbergfactors.comLinkedIn51-200 employeesfinancial services

Prospect flagsLow returnsHigh feesHigh assets / participant

How to read this page

Total assets (EOY)

$37.7M

+12.5% from 2024

Total participants

+3.9% from 2024

Average account balance

$538,355

+12.5% from 2024

Annual return

10.00%

-12.96 pp from 2024

Benchmarks

See 2,730 peers

Peer group

Industry52 - Finance and Insurance

Plan typeDefined contribution

Participants25-99

Cohort2,730 peers

Snapshot2025

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$37.68M

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$538K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

106.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$1.09M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$16K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+10.00%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$3510

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

0 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Providers data not reported

Schedule C was not filed on this plan's most recent Form 5500, so no compensated service providers are available to display.

Plan features & details

Pension benefit codes2E2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.
3D
Pre-approved pension plan
A master prototype or volume submitter plan that is the subject of a favorable opinion or advisory letter from the IRS.

Opportunity flags

3 tripped

OpportunityHigh fees
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
OpportunityLow returns
Annual investment return is in the bottom quintile of the peer cohort.
InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$246K

$3723 / participant

Other / not subdivided$246K100.0%

% of EOY assets

0.652%

all-in expense ratio

Categories reported

0 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

No opinion code on file for this filing.

Auditor firm: (not reported)
Auditor EIN: -
Audit fees: (not subdivided)
Opinion code: -

Metric

This plan

Peer set

Industry

Size

Avg account balance

$538,355

$145,431+270.2%

$211,142+155.0%

$87,485+515.4%

Participation rate

84.8%

84.7%+0.1pp

87.3%-2.4pp

68.9%+15.9pp

Annual return

10.00%

27.21%-17.2pp

46.84%-36.8pp

26.06%-16.1pp

Employer contribution / active EE

$6,667

$4,662+43.0%

$6,442+3.5%

$2,596+156.8%

Participant deferral / active EE

$9,828

$6,859+43.3%

$9,284+5.9%

$4,274+130.0%

Admin fee / account holder

$3,510

$17,052-79.4%

$19,076-81.6%

$7,775-54.9%

MILBERG FACTORS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILBERG FACTORS, INC. PROFIT SHARING & RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion