AUMdb

Milestone Therapy 401(k) Plan

Sponsored by Milestone Therapy Llc · EIN 010719458 · Plan #001

Total assets
$1.8M
Net assets
$1.8M
Active participants
89
With balances
139

Plan year beginning 01/01/2024 · 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
Merrill Lynch Fas Investment advisory (participants) $4,003
Merrill Lynch Eps Investment advisory (participants) $4,003
John Hancock Life Insurance Co. Recordkeeping, Investment management, Float revenue $696