How big is Milestone Managers, LLC's plan?

Milestone Managers, LLC's plan reported $2.3M in assets and 2 participants for 2023.

Original filing (PDF)20241007173405NAL0009088915001

Milestone Managers, LLC

Name: Milestone Managers, LLC — Milestone Venture, Form 5500 (2023)
Creator: Milestone Managers, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Venture Partners, LLC 401(k) Employee Savings Plan

401(k) retirement plan · Milestone Managers, LLC's Milestone Venture Partners, LLC 401(k) Employee Savings Plan held $2.3M in plan assets for 2 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Todd Pietri signed Milestone Managers, LLC's 2023 Form 5500 as plan administrator.

Todd Pietri — 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 Managers, LLC's EIN is 13-4172867.

EIN 13-4172867

Plan number 001

Plan year 2023

ACK ID 20241007173405NAL0009088915001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Milestone Managers, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Milestone Managers, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE MANAGERS, LLC.

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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