Original filing (PDF)20251010112232NAL0018371858001

MILESTONE INVESTMENT MANAGEMENT LLC

Name: MILESTONE INVESTMENT MANAGEMENT LLC — MILESTONE INVESTMENT MANAGEMENT LLC 401(K) PLAN, Form 5500 (2024)
Creator: MILESTONE INVESTMENT MANAGEMENT LLC

Form 5500-SF

FILING_RECEIVED

MILESTONE INVESTMENT MANAGEMENT LLC 401(K) PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$160K

Net assets (EOY)

$160K

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.

Decision-maker contacts

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

Plan sponsor

Name

MILESTONE INVESTMENT MANAGEMENT LLC

EIN

27-5039239

Address

160 S MAIN ST · LODI, WI · 53555

Phone

(608) 592-6982

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator