Millwork Holdings Co., Inc. 401(k) Plan: Login, Facts & Contact Information

Millwork Holdings Co., Inc. 401(k) Plan Facts

Plan name
LF DISTRIBUTION HOLDING 401(K) PLAN
Plan type
401(k) with employer contributions and profit sharing
Plan sponsor
MILLWORK HOLDINGS CO., INC.
Participants
753 (496 active employees)
Former employees with a balance
222
Plan assets
$62,296,262 at Dec 31, 2023
Average account balance
$112,856 across 552 accounts
Employer contributions
$1,457,801 in plan year 2023 (25% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2023 – Dec 31, 2023
Plan established
Jun 1, 2014
✓ Employer contributions— Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window✓ Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2023 (Jan 1, 2023 – Dec 31, 2023), filed Oct 15, 2024. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2023

  • $5.90 million went into the plan in contributions, $1.46 million of it from the employer (25%).
  • $5.26 million was paid out to participants.
  • Investment and other income added $9.61 million.
  • Administrative expenses were $36,390, about $66 per account.

How the Millwork Holdings Co., Inc. 401(k) changed, 2018–2023

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2018726$34.0 million$1.51 million$3.89 million
2019769$47.4 million$1.58 million$3.34 million
2020853$53.7 million$1.45 million$6.75 million
2021791$61.4 million$1.36 million$6.38 million
2022772$52.1 million$1.34 million$3.91 million
2023753$62.3 million$1.46 million$5.26 million

Millwork Holdings Co., Inc. 401(k) Contact Information

Phone
646-927-2413
Mailing address
350 5TH AVE 9 FLOOR, NEW YORK NY 10118
Plan sponsor
MILLWORK HOLDINGS CO., INC.
Employer identification number (EIN)
26-4055871
Plan number
001

Questions about the Millwork Holdings Co., Inc. 401(k)

Does Millwork Holdings Co., Inc contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2023 the employer contributed $1.46 million, 25% of all contributions.

Does the Millwork Holdings Co., Inc 401(k) have automatic enrollment?

No. The plan does not report automatic enrollment; employees enroll themselves.

How many people are in the Millwork Holdings Co., Inc 401(k) plan?

753 participants at the start of plan year 2023, 496 of them active employees, and 222 former employees who still had money in the plan.

What is the average 401(k) balance at Millwork Holdings Co., Inc?

About $112,856 per account: $62.3 million in plan assets across 552 accounts with a balance at the end of plan year 2023.

Who manages the Millwork Holdings Co., Inc 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Millwork Holdings Co., Inc. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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