Milestones, Inc. 401(k) Plan
Sponsored by Milestones, Inc · EIN 043494340 · Plan #001
- Total assets
- $6.1M
- Net assets
- $6.1M
- Active participants
- 91
- With balances
- 128
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 |
|---|---|---|
| Global Retirement Partners Llc CRD 172011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Global Retirement Partners Llc | Investment advisory (plan) | $18,087 |
| Afc Pensions, Inc. | Contract administrator | $8,528 |
| Capital Group Retirement Plan Srvcs | Recordkeeping fees | $550 |