Milestone, Inc. Retirement Plan
Sponsored by Milestone, Inc. · EIN 362769801 · Plan #001
- Total assets
- $10.2M
- Net assets
- $10.2M
- Active participants
- 450
- With balances
- 395
Plan year beginning 07/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
No linked investment advisers.
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Newport Group, Inc. | Participant loan processing, Other services, Redemption fees | $7,050 |
| American Funds | Accounting, Recordkeeping fees | $0 |
| Charles Schwab & Co., Inc. | Shareholder servicing fees | $0 |