Retirement plan

MILILANI GROUP, INC. PROFIT SHARING 401-K PLAN

Name: MILILANI GROUP, INC. - MILILANI GROUP, INC. PROFIT SHARING 401-K PLAN (2025) Form 5500
Creator: MILILANI GROUP, INC.
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, MILILANI GROUP, INC. PROFIT SHARING 401-K PLAN, MILILANI GROUP, INC.

MILILANI GROUP, INC.EIN 99-0158324Plan #002PY 2025

P.O. BOX 457 - PEARL CITY, HI 967820457808-677-5631LinkedIn11-50 employeesindividual & family services

Prospect flagsLow returnsHigh fees

How to read this page

Total assets (EOY)

$4.9M

+3.8% from 2024

Total participants

-15.6% from 2024

Average account balance

$78,368

+18.6% from 2024

Annual return

11.11%

-12.86 pp from 2024

Benchmarks

See 4,530 peers

Peer group

Industry81 - Other Services (except Public Administration)

Plan typeDefined contribution

Participants25-99

Cohort4,530 peers

Snapshot2025

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

Analytics

Total assets (EOY)

Plan-year ending balance

$4.94M

Not enough data

1 years with asset history on file

Average account balance

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

$78K

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.

128.6%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$233K

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$5K

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

+11.11%

Not enough data

1 years with return on file

Admin fee / account holder

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

$9993

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 codes2E2F2G2J2T3D

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
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

2 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.

Expense breakdown

Schedule H Part II

Admin total

$630K

$12848 / participant

Other / not subdivided$630K100.0%

% of EOY assets

12.752%

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

$78,368

$61,125+28.2%

$94,057-16.7%

$87,485-10.4%

Participation rate

95.9%

64.1%+31.9pp

73.3%+22.6pp

68.9%+27.0pp

Annual return

11.11%

35.20%-24.1pp

480.62%-469.5pp

26.06%-14.9pp

Employer contribution / active EE

$1,836

$2,136-14.1%

$2,933-37.4%

$2,596-29.3%

Participant deferral / active EE

$2,929

$3,260-10.2%

$4,709-37.8%

$4,274-31.5%

Admin fee / account holder

$9,993

$5,629+77.5%

$7,244+37.9%

$7,775+28.5%

MILILANI GROUP, INC. PROFIT SHARING 401-K PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

MILILANI GROUP, INC. PROFIT SHARING 401-K 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