Back to filter
Original filing (PDF)20251014175454NAL0003443233001
MILESTONE SYSTEMS, INC.
Form 5500
FILING_RECEIVED
MILESTONE SYSTEMS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
290
Accounts w/ balance
336
Plan assets (EOY)
$28.2M
Net assets (EOY)
$28.2M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Helping the score
- Below-peer total fees (0 bps vs 29 bps peer median).
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONE SYSTEMS, INC..
Plan sponsor
Name
MILESTONE SYSTEMS, INC.
EIN
20-2338847
Address
5300 MEADOWS RD · LAKE OSWEGO, OR · 97035
Phone
(503) 350-1100
Industry
Admin Support & Waste Mgmtsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
CLIFTON LARSON ALLEN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
1 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $150 | — |
Investments
31 direct securities· $28.2M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2045 | — | — | — | $4.4M | 15.5% | |
| Vanguard Target Retirement 2050 | — | — | — | $3.1M | 11.0% | |
| Vanguard Target Retirement 2035 | — | — | — | $2.8M | 10.0% | |
| Vanguard Target Retirement 2040 | — | — | — | $2.5M | 8.8% | |
| Vanguard Target Retirement 2030 | — | — | — | $2.1M | 7.5% | |
| Fidelity 500 Index | — | — | — | $2.1M | 7.3% | |
| T. Rowe Price Blue Chip Growth Fund I Class | — | — | — | $2.1M | 7.3% | |
| Vanguard Target Retirement 2055 | — | — | — | $1.8M | 6.4% | |
| Vanguard Target Retirement 2025 | — | — | — | $1.3M | 4.7% | |
| Vanguard Value Index Admiral | — | — | — | $813K | 2.9% | |
| Vanguard FTSE Social Index Fund Admiral Shares | — | — | — | $783K | 2.8% | |
| Vanguard Target Retirement 2060 | — | — | — | $738K | 2.6% | |
| Vanguard Federal Money Market Fund Investor Shares | — | — | — | $503K | 1.8% | |
| Vanguard Target Retirement INC | — | — | — | $472K | 1.7% | |
| Fidelity Mid Cap Index | — | — | — | $364K | 1.3% | |
| Dodge & Cox Income X | — | — | — | $267K | 0.9% | |
| Dimensional DFA US Small Cap I | — | — | — | $243K | 0.9% | |
| Vanguard Target Retirement 2065 | — | — | — | $240K | 0.9% | |
| JP Morgan Mid Cap Growth R6 | — | — | — | $208K | 0.7% | |
| Fidelity International Index | — | — | — | $206K | 0.7% | |
| Fidelity Small Cap Index | — | — | — | $205K | 0.7% | |
| Fidelity US Bond Index | — | — | — | $182K | 0.6% | |
| MFS Mid Cap Value Fund Class R6 | — | — | — | $156K | 0.6% | |
| Vanguard Target Retirement 2020 | — | — | — | $153K | 0.5% | |
| Invesco Oppenheimer Global I | — | — | — | $142K | 0.5% | |
| Fidelity Emerging Markets Index | — | — | — | $101K | 0.4% | |
| Vanguard International Growth Fund Admiral Shares | — | — | — | $78K | 0.3% | |
| American Funds CAP World Bond R6 | — | — | — | $78K | 0.3% | |
| DFA Inflation-Protected Securities Portfolio Instl Class | — | — | — | $52K | 0.2% | |
| American Funds Moderate Growth and Income Portfolio Class R6 | — | — | — | $49K | 0.2% | |
| Vanguard Target Retirement 2070 | — | — | — | $3K | <0.1% |
Related plans
Other plans using FIDELITY INVESTMENTS INSTITUTIONAL
KAISER PERMANENTE MEDICAL CARE PROGRAM
KAISER PERMANENTE GROUP TRUST
$66.6B
MICROSOFT CORPORATION
MICROSOFT CORPORATION SAVINGS PLUS 401K PLAN
$65.6B · 123,878 participants
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
AT&T INC.
AT&T RETIREMENT SAVINGS PLAN
$43.1B · 102,760 participants
VERIZON COMMUNICATIONS INC.
VERIZON MASTER SAVINGS TRUST
$41.1B
NORTHROP GRUMMAN CORPORATION
NORTHROP GRUMMAN SAVINGS PLAN
$39.5B · 99,799 participants
Similar-size Admin Support & Waste Mgmt plans
INTERFACE SECURITY SYSTEMS, L.L.C.
INTERFACE SECURITY SYSTEMS HOLDING, INC. SAVINGS AND INVESTMENT PLAN
$27.7M · 576 participants
TSG CENNOX, LLC
TSG CENNOX, LLC 401(K) PLAN
$27.4M · 628 participants
MISSION SUPPORT AND TEST SERVICES, LLC
NNSS STAFF PENSION PLAN
$29.1M · 14 participants
HOLTEC SECURITY INTERNATIONAL, LLC
HOLTEC SECURITY INTERNATIONAL 401(K) PLAN
$27.2M · 302 participants
FOX VALLEY FIRE & SAFETY CO., INC.
FOX VALLEY FIRE & SAFETY CO., INC. EMPLOYEE STOCK OWNERSHIP PLAN
$26.8M · 285 participants
NESTEGGS RETIREMENT PLAN SERVICES, INC.
COGENT BANK MASTER POOLED 401(K) PLAN FOR COGENT BANK
$29.8M · 612 participants
Large plans in Oregon
STANDARD INSURANCE COMPANY
SEPARATE ACCOUNT A
$12.5B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
DIVERSIFIED INTERNATIONAL EQUITY FUND
$12.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
MORLEY STABLE VALUE FUND
$11.1B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2030 CIT
$10.9B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2040 CIT
$10.4B
PRINCIPAL GLOBAL INVESTORS TRUST COMPANY
PRINCIPAL LIFETIME HYBRID 2035 CIT
$8.6B