· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
THE MILESTONES GROUP, LLC — THE MILESTONES GROUP CASH BALANCE PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250930084427NAL0014607088001
THE MILESTONES GROUP, LLC
Form 5500-SF
FILING_RECEIVED
THE MILESTONES GROUP CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
45
Accounts w/ balance
—
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
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 · SUITE B-160 · SCOTTSDALE, AZ · 85254
Phone
(480) 222-9540
Industry
Educational Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
1C · Cash balance or similar hybrid DB
3H · Sponsor in controlled / affiliated group
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Educational Services plans
THE COBB SCHOOL MONTESSORI, INC.
COBB 403(B) PLAN
$1.5M · 11 participants
COMBUSTION ASSOCIATES, INC.
COMBUSTION ASSOCIATES, INC. 401 (K) PROFIT SHARING PLAN
$1.5M · 4 participants
TEXAS INTERNATIONAL EDUCATION CONSORTIUM
TEXAS INTERNATIONAL EDUCATION CONSORTIUM RETIREMENT PLAN
$1.5M
PINEAPPLE COVE CLASSICAL ACADE
PINEAPPLE COVE CLASSICAL ACADE 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 167 participants
NEWGLOBE EDUCATION, INC.
NEWGLOBE EDUCATION, INC 401(K) 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.
$1.5M · 47 participants
KILLIAN OAKS HOUSE OF LEARNING
KILLIAN OAKS HOUSE OF LEARNING 401(K) PROFIT SHARING PLAN & TRUST
$1.5M · 12 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
