How big is Milestone Environmental Services, LLC's plan?

Milestone Environmental Services, LLC's plan reported $7.0M in assets and 260 participants for 2024.

Original filing (PDF)20251030133343NAL0001608371001

Milestone Environmental Services, LLC

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

Form 5500

FILING_RECEIVED

Milestone Environmental Services LLC Retirement Savings Plan

401(k) retirement plan · Milestone Environmental Services, LLC's Milestone Environmental Services LLC Retirement Savings Plan held $7.0M in plan assets for 260 participants in 2024.

Signals · 2

Late participant contributionsNo recordkeeper disclosed

Active participants

260

Accounts w/ balance

519

Plan assets (EOY)

$7.0M

Net assets (EOY)

$7.0M

People on this filing

Estefania Patino signed Milestone Environmental Services, LLC's 2024 Form 5500 as plan administrator.

Estefania Patino — 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 Environmental Services, LLC's EIN is 32-0448928.

EIN 32-0448928

Plan number 001

Plan year 2024

ACK ID 20251030133343NAL0001608371001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Environmental Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Environmental Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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How this plan invests

This plan

40 securities

funds · stocks · CUSIPs

Holdings are itemized directly on this plan's Schedule of Assets, below.

Plan health score

Above-average plan

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 794K (37% of contributions).

Helping the score

High account-holder ratio — balance-holders per active participant in the top 15% of peers (93rd percentile).

Plan sponsor

Name

MILESTONE ENVIRONMENTAL SERVICES, LLC

EIN

all filings

Address

840 GESSNER, SUITE 600 · HOUSTON, TX · 77024

Phone

(832) 739-6700

Industry

Utilities

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-30

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

WEAVER AND TIDWELL LLP

Trustee / custodian

Service providers (Schedule C)

1 rows

TPA / Administrator

Name	EIN	Location	Relation	Direct comp	Indirect comp
SLAVIC INTEGRATED ADMINISTRATION	65-0608221	—	TPA	$51K	—

Investments

40 direct securities· $7.2M(100% of reported assets)

Mutual Funds

$5.5M

32 holdings

Common Collective Trusts

$798K

2 holdings

Bonds / Notes

$542K

2 holdings

Other securities

$339K

4 holdings

					% of plan
Vanguard Target Retirement 2060 Mutual Fund -	Mutual Funds	—	—	$660K	9.4%
Vanguard Total Stock Market Index Admira Mutual Fund -	Common Collective Trusts	—	—	$623K	8.8%
Vanguard Target Retirement 2040 Mutual Fund -	Mutual Funds	—	—	$610K	8.7%
Vanguard Target Retirement Income Mutual Fund - 132 Vanguard Target Retirement 2045 Mutual Fund -	Mutual Funds	—	—	$500K	7.1%
Vanguard Target Retirement 2050 Mutual Fund -	Mutual Funds	—	—	$478K	6.8%
Vanguard Target Retirement 2065 Inv Mutual Fund -	Mutual Funds	—	—	$459K	6.5%
Vanguard Target Retirement 2055 Mutual Fund -	Mutual Funds	—	—	$387K	5.5%
Vanguard Federal Money Market Money Market Fund -	Mutual Funds	—	—	$370K	5.3%
Vanguard Target Retirement 2030 Mutual Fund -	Mutual Funds	—	—	$292K	4.2%
Loan - Loan 4.25% - 9.50%	Bonds / Notes	—	—	$271K	3.8%
Varying maturity dates, and * Notes receivable from participants interest rates at 4.25% to 9.50% -	Bonds / Notes	—	—	$271K	3.8%
Vanguard Intermediate-Term Bond Index Ad Mutual Fund -	Mutual Funds	—	—	$270K	3.8%
Vanguard Target Retirement 2025 Mutual Fund -	Mutual Funds	—	—	$254K	3.6%
Vanguard Target Retirement 2035 Mutual Fund -	Mutual Funds	—	—	$220K	3.1%
Fidelity 500 Index Mutual Fund -	Common Collective Trusts	—	—	$175K	2.5%
Principal Large Cap Growth Mutual Fund -	Other securities	—	—	$150K	2.1%
Vanguard Consumer Staples Index Mutual Fund -	Mutual Funds	—	—	$142K	2.0%
Vanguard Small Cap Growth Index Adm Mutual Fund -	Mutual Funds	—	—	$141K	2.0%
Janus Henderson Enterprise N Mutual Fund -	Mutual Funds	—	—	$128K	1.8%
iShares MSCI EAFE International Index K Mutual Fund -	Other securities	—	—	$116K	1.6%
Vanguard Small Cap Index Admiral Mutual Fund - 158 Vanguard Target Retirement 2070 Mutual Fund -	Mutual Funds	—	—	$76K	1.1%
Vanguard Mid Cap Value Index Admiral Mutual Fund -	Mutual Funds	—	—	$74K	1.0%
Vanguard Information Technology Index Ad Mutual Fund -	Mutual Funds	—	—	$69K	1.0%
Vanguard Target Retirement 2020 Mutual Fund -	Mutual Funds	—	—	$67K	1.0%
American Funds New Perspective R6 Mutual Fund -	Mutual Funds	—	—	$45K	0.6%
Vanguard Energy Admiral Mutual Fund -	Mutual Funds	—	—	$45K	0.6%
JPMorgan U.S. Research Enhanced Equity F Mutual Fund -	Other securities	—	—	$38K	0.5%
Fidelity US Bond Index Mutual Fund -	Mutual Funds	—	—	$36K	0.5%
BlackRock Health Sciences Svc Mutual Fund -	Other securities	—	—	$36K	0.5%
Vanguard Utilities Index Admiral Mutual Fund	Mutual Funds	—	—	$33K	0.5%
Vanguard High Dividend Yield Index Admir Mutual Fund -	Mutual Funds	—	—	$31K	0.4%
Vanguard Short-Term Inf Prot Index Admir Mutual Fund -	Mutual Funds	—	—	$25K	0.4%
Vanguard Real Estate Index Admiral Mutual Fund -	Mutual Funds	—	—	$25K	0.4%
Franklin Utilities R6 Mutual Fund -	Mutual Funds	—	—	$20K	0.3%
Vanguard Mid Cap Index Admiral Mutual Fund -	Mutual Funds	—	—	$12K	0.2%
Fidelity Advisor Materials I Mutual Fund - 23 * Fidelity Emerging Markets Index Mutual Fund -	Mutual Funds	—	—	$12K	0.2%
Vanguard Small Cap Value Index Adm Mutual Fund -	Mutual Funds	—	—	$9K	0.1%
Vanguard Industrial Index Admiral Mutual Fund -	Mutual Funds	—	—	$6K	<0.1%
Vanguard Short-Term Bond Index Admiral Mutual Fund -	Mutual Funds	—	—	$3K	<0.1%
American Funds Capital World G & I R6 Mutual Fund -	Mutual Funds	—	—	$3K	<0.1%