Milestone Retirement Communities 401(k) Plan
Sponsored by Milestone Retirement Communities · EIN 814756997 · Plan #002
- Total assets
- $5.2M
- Net assets
- $5.2M
- Active participants
- 524
- With balances
- 732
Plan year beginning 01/01/2024 · Profit-sharing, ERISA 404(c) participant-directed, Total participant-directed account
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Tpg Financial Advisors, Llc CRD 141153 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Pcs Retirement, Llc | Contract administrator, Recordkeeping, Consulting (general) | $127,963 |
| Tpg Financial Advisors, Llc | Investment management, Direct payment from the plan | $26,612 |