Milestone Retirement Plan
Sponsored by Milestone Services Company, Llc · EIN 320542197 · Plan #001
- Total assets
- $23.1M
- Net assets
- $23.1M
- Active participants
- 191
- With balances
- 255
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Plancorp, Llc CRD 106599 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Plancorp Llc | Investment advisory (plan), Direct payment from the plan | $53,396 |
| The Vanguard Group, Inc. | Other fees, Direct payment from the plan, Soft dollars commissions | $5,755 |