Milestone Senior Services 403(b) Retirement Savings Plan
Sponsored by Milestone Senior Services, Inc. · EIN 381747660 · Plan #001
- Total assets
- $5.8M
- Net assets
- $5.8M
- Active participants
- 150
- With balances
- 183
Plan year beginning 01/01/2024 · ERISA 404(c) participant-directed, Total participant-directed account, Automatic enrollment
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 |
|---|---|---|
| Greenleaf Trust | Participant communication, Redemption fees, Recordkeeping fees | $34,381 |