How big is New Milestone Inc.'s plan?

New Milestone Inc.'s plan reported $214K in assets and 26 participants for 2024.

Original filing (PDF)20251010112331NAL0018375586001

New Milestone Inc.

Name: New Milestone Inc. — New Milestone Inc. 401(k) Plan, Form 5500 (2024)
Creator: New Milestone Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New Milestone Inc. 401(k) Plan

Defined-contribution retirement plan · New Milestone Inc.'s New Milestone Inc. 401(k) Plan held $214K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

People on this filing

Richard Tatum signed New Milestone Inc.'s 2024 Form 5500 as plan administrator.

Richard Tatum — 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

New Milestone Inc.'s EIN is 20-4059046.

EIN 20-4059046

Plan number 001

Plan year 2024

ACK ID 20251010112331NAL0018375586001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for New Milestone Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

New Milestone Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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