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

Milestone Services Company, LLC's plan reported $23.1M in assets and 191 participants for 2024.

Original filing (PDF)20251013160330NAL0000798051001

Milestone Services Company, LLC

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

Form 5500

FILING_RECEIVED

Milestone Retirement Plan

401(k) retirement plan · Milestone Services Company, LLC's Milestone Retirement Plan held $23.1M in plan assets for 191 participants in 2024, with Vanguard as recordkeeper.

Signals · 1

Late participant contributions

Active participants

191

Accounts w/ balance

255

Plan assets (EOY)

$23.1M

Net assets (EOY)

$23.1M

People on this filing

Julie Mottershead signed Milestone Services Company, LLC's 2024 Form 5500 as plan administrator.

Julie Mottershead — 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 Services Company, LLC's EIN is 32-0542197.

EIN 32-0542197

Plan number 001

Plan year 2024

ACK ID 20251013160330NAL0000798051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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How this plan invests

This plan

29 securities

funds · stocks · CUSIPs

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

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.

Compliance & integrity

Total plan cost

Plan health

Vendor & structure

100

Knocking points off

Delinquent participant contributions reported (Schedule H 4a) — 1K (0% of contributions).

Plan sponsor

Name

MILESTONE SERVICES COMPANY, LLC

EIN

all filings

Address

1520 S. 5TH STREET · ST. CHARLES, MO · 63303

Phone

(636) 757-2199

Industry

Real Estate

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

2025-10-13

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2K · 401(m) arrangement

2T · Default investment account (QDIA)

2S · Automatic enrollment

Service providers (Schedule C)

2 rows

Recordkeeper

Name	EIN	Location	Relation	Direct comp	Indirect comp
THE VANGUARD GROUP, INC.	23-1945930	—	RECORDKEEPER	$6K	—

Advisor / Consultant

Name	EIN	Location	Relation	Direct comp	Indirect comp
PLANCORP LLC	27-2717477	—	INVESTMENT ADVISOR	$53K	—

Investments

29 direct securities· $20.3M(88% of reported assets)

Mutual Funds

$18.5M

26 holdings

Common Collective Trusts

$1.7M

2 holdings

Other securities

$179K

1 holding

					% of plan
Vanguard Target Retirement 2030 Fund Mutual fund	Mutual Funds	—	—	$3.1M	13.4%
Vanguard Target Retirement 2045 Fund Mutual fund	Mutual Funds	—	—	$2.4M	10.2%
Vanguard Target Retirement 2040 Fund Mutual fund	Mutual Funds	—	—	$2.2M	9.7%
Vanguard Growth Index Mutual fund	Mutual Funds	—	—	$1.7M	7.5%
Vanguard Target Retirement 2025 Fund Mutual fund	Mutual Funds	—	—	$1.4M	6.0%
Vanguard 500 Index Mutual fund	Common Collective Trusts	—	—	$1.3M	5.8%
Vanguard Target Retirement 2055 Fund Mutual fund	Mutual Funds	—	—	$1.2M	5.2%
Vanguard Target Retirement 2050 Fund Mutual fund	Mutual Funds	—	—	$1.2M	5.1%
Vanguard Cash Reserves Federal Money Mutual fund	Mutual Funds	—	—	$721K	3.1%
Vanguard Target Retirement 2060 Fund Mutual fund	Mutual Funds	—	—	$713K	3.1%
Vanguard Windsor II Mutual fund	Mutual Funds	—	—	$570K	2.5%
Vanguard Target Retirement 2020 Fund Mutual fund	Mutual Funds	—	—	$542K	2.3%
Vanguard Dividend Growth Mutual fund	Mutual Funds	—	—	$529K	2.3%
Vanguard Mid-Cap Index Mutual fund	Mutual Funds	—	—	$453K	2.0%
Vanguard Total Stock Market Index Mutual fund	Common Collective Trusts	—	—	$350K	1.5%
Vanguard International Growth Mutual fund	Mutual Funds	—	—	$312K	1.3%
Vanguard Wellington Mutual fund	Mutual Funds	—	—	$284K	1.2%
Vanguard Value Index Mutual fund	Mutual Funds	—	—	$242K	1.0%
Vanguard Total Bond Market Index Mutual fund	Mutual Funds	—	—	$211K	0.9%
Notes receivable from participants maturing through December 2036 -	Other securities	—	—	$179K	0.8%
DFA Short-Duration Real Return Institutional Mutual fund	Mutual Funds	—	—	$136K	0.6%
Vanguard Short-Term Bond Index Mutual fund	Mutual Funds	—	—	$119K	0.5%
Vanguard Emerging Market Stock Index Mutual fund	Mutual Funds	—	—	$118K	0.5%
Vanguard Total International Stock Index Mutual fund	Mutual Funds	—	—	$98K	0.4%
Vanguard Target Retirement Income Mutual fund	Mutual Funds	—	—	$79K	0.3%
Vanguard Wellesley Income Mutual fund	Mutual Funds	—	—	$70K	0.3%
Vanguard Target Retirement 2065 Fund Mutual fund	Mutual Funds	—	—	$29K	0.1%
Vanguard Balanced Index Mutual fund	Mutual Funds	—	—	$22K	<0.1%
Vanguard Target Retirement 2070 Fund Mutual fund	Mutual Funds	—	—	$6K	<0.1%