How big is The Milestones Group, LLC's plan?

The Milestones Group, LLC's plan reported $1.5M in assets and 45 participants for 2024.

Original filing (PDF)20250930084427NAL0014607088001

The Milestones Group, LLC

Name: The Milestones Group, LLC — The Milestones Group, Form 5500 (2024)
Creator: The Milestones Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Milestones Group Cash Balance Plan

Defined-benefit pension plan · The Milestones Group, LLC's The Milestones Group Cash Balance Plan held $1.5M in plan assets for 45 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Nancy Meduna signed The Milestones Group, LLC's 2024 Form 5500 as plan administrator.

Nancy Meduna — 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

The Milestones Group, LLC's EIN is 20-3170436.

EIN 20-3170436

Plan number 002

Plan year 2024

ACK ID 20250930084427NAL0014607088001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Milestones Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Milestones Group, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE MILESTONES GROUP, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score