· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE MILESTONES GROUP, LLC — THE MILESTONES GROUP, 401(K) AND PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20251010144046NAL0012821680001
THE MILESTONES GROUP, LLC
Form 5500-SF
FILING_RECEIVED
THE MILESTONES GROUP, 401(K) AND PROFIT SHARING PLAN
401(k) retirement plan
Active participants
45
Accounts w/ balance
79
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
THE MILESTONES GROUP, LLC
.
Find decision makers
Plan sponsor
Name
THE MILESTONES GROUP, LLC
EIN
20-3170436
Address
13402 N SCOTTSDALE RD, B-160 · SCOTTSDALE, AZ · 85254
Phone
(480) 222-9540
Industry
Educational Services
see 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
2025-10-10
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
BEEHIVE EDUCATIONAL SERVICES
BEEHIVE ACADEMY 401(K) PLAN
$1.6M · 137 participants
NORTHWEST CHRISTIAN SCHOOLS, INC.
NORTHWEST CHRISTIAN SCHOOLS, INC. 401(K) PLAN
$1.6M · 96 participants
INSTITUTE OF HUMAN BEHAVIOR RESEARCH AND EDUCATION
THE PHILLIPS ACADEMY 403(B)
$1.6M · 19 participants
VISTA COLLEGE PREPARATORY, INC.
VISTA COLLEGE PREP 401(K) PLAN
$1.6M · 200 participants
THE MONTESSORI CHILDRENS CENTER, INC
THE MONTESSORI CHILDREN'S CENTER INC DEFINED CONTRIBUTION RETIREMENT PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.6M · 27 participants
MID-ATLANTIC CHRISTIAN UNIVERSITY
MID-ATLANTIC CHRISTIAN UNIVERSITY 401(K) PLAN
$1.6M · 32 participants
Large plans in Arizona
BECHTEL GLOBAL CORPORATION
BECHTEL TRUST & THRIFT PLAN
$6.1B · 8,546 participants
BECHTEL GLOBAL CORPORATION
MASTER TRUST FOR CERTAIN TAX-QUALIFIED BECHTEL RETIREMENT PLANS
$6.0B
BANNER HEALTH
BANNER HEALTH EMPLOYEES 401(K) PLAN
$4.9B · 56,849 participants
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND
TEAMSTERS WESTERN REGION AND NEW JERSEY HEALTH CARE FUND RETIREE PLAN
$3.3B
PINNACLE WEST CAPITAL CORPORATION
PINNACLE WEST CAPITAL CORPORATION RETIREMENT PLAN
$3.1B · 6,307 participants
SALT RIVER VALLEY WATER USERS ASSOCIATION
SALT RIVER PROJECT EMPLOYEES' RETIREMENT PLAN
$2.9B · 5,246 participants
