What public Form 5500 filings show about the Milestones Charter School 401(k) plan — and how to find and check your own account.
Milestones Charter School (EIN 86-0958466) reports MILESTONES CHARTER SCHOOL 401(K) PLAN on its most recent Form 5500, with $582K in plan assets across 29 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 Milestones Charter School filing — schedules, fees, and providers.
Milestones Charter School’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Milestones Charter SchoolHR for the recordkeeper’s name and login.
