How big is Milestone Inc.'s plan?

Milestone Inc.'s plan reported $1.7M in assets and 25 participants for 2024.

Original filing (PDF)20250617104355NAL0003563106001

Milestone Inc.

Name: Milestone Inc. — Milestone Inc. 401(k) Profit, Form 5500 (2024)
Creator: Milestone Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Milestone Inc.'s Milestone Inc. 401(k) Profit Sharing Plan held $1.7M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Carl Russo signed Milestone Inc.'s 2024 Form 5500 as plan administrator.

Carl Russo — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Milestone Inc.'s EIN is 06-1472739.

EIN 06-1472739

Plan number 001

Plan year 2024

ACK ID 20250617104355NAL0003563106001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score