What public Form 5500 filings show about the The Milestone Charitable Foundat 401(k) plan — and how to find and check your own account.
The Milestone Charitable Foundat (EIN 81-1207829) reports THE MILESTONE CHARITABLE FOUNDATION 401K PLAN on its most recent Form 5500, with $48K in plan assets across 4 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 The Milestone Charitable Foundat filing — schedules, fees, and providers.
The Milestone Charitable Foundat’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 The Milestone Charitable FoundatHR for the recordkeeper’s name and login.
