MILESTONE, INC. 401(k) Plan
What public Form 5500 filings show about the MILESTONE, INC. 401(k) plan — and how to find and check your own account.
The MILESTONE, INC. 401(k) on its latest Form 5500
MILESTONE, INC. (EIN 36-2769801) reports MILESTONE, INC. RETIREMENT PLAN on its most recent Form 5500, with $10.2M in plan assets across 450 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full MILESTONE, INC. filing — schedules, fees, and providers.
Who runs the MILESTONE, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MILESTONE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN FUNDS, CHARLES SCHWAB & CO.
How to check your MILESTONE, INC. 401(k)
- Log in to Newport Group’s participant portal (the site on your statements).
- Ask MILESTONE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).