Form 5500 Search

MILESTONE WEALTH MANAGEMENT, LLC

EIN 83-3918837BURLINGTON, NC

MILESTONE WEALTH MANAGEMENT, LLC (EIN 83-3918837) has filed 1 Form 5500 plan with the U.S. Department of Labor, covering $377K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
1
Participants
4
Total assets
$377K
A MILESTONE WEALTH MANAGEMENT, LLC employee? See the MILESTONE WEALTH MANAGEMENT, LLC 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 83-3918837

Form 5500 search →
PlanPlan #ParticipantsAssets
MILESTONE WEALTH MANAGEMENT LLC 401K PS PLAN0014$377K

About this EIN

83-3918837 is the Employer Identification Number (EIN) MILESTONE WEALTH MANAGEMENT, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on North Carolina EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

MILESTONE WEALTH MANAGEMENT, LLC EIN & Form 5500