How big is Milestone Global Technology's plan?

Milestone Global Technology's plan reported $1.4M in assets and 3 participants for 2024.

Original filing (PDF)20250531144052NAL0008664801001

Milestone Global Technology

Name: Milestone Global Technology — Milestone Global, Form 5500 (2024)
Creator: Milestone Global Technology
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Global Technology 401(k) Profit Sharing Plan

401(k) retirement plan · Milestone Global Technology's Milestone Global Technology 401(k) Profit Sharing Plan held $1.4M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Sandra Sheng signed Milestone Global Technology's 2024 Form 5500 as plan administrator.

Sandra Sheng — 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

Milestone Global Technology's EIN is 27-0099008.

EIN 27-0099008

Plan number 001

Plan year 2024

ACK ID 20250531144052NAL0008664801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Global Technology's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE GLOBAL TECHNOLOGY.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

MILESTONE GLOBAL TECHNOLOGY

EIN

all filings

Address

29055 PATHFINDER ROAD SUITE 338 · DIAMOND BAR, CA · 91765

Phone

(805) 338-1052

Industry

Wholesale Trade

Plan administrator