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Original filing (PDF)20251013160330NAL0000798051001
MILESTONE SERVICES COMPANY, LLC
Form 5500
FILING_RECEIVED
MILESTONE RETIREMENT PLAN
401(k) retirement plan
Active participants
191
Accounts w/ balance
255
Plan assets (EOY)
$23.1M
Net assets (EOY)
$23.1M
How this plan invests
This plan
31 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONE SERVICES COMPANY, LLC.
Plan sponsor
Name
MILESTONE SERVICES COMPANY, LLC
EIN
32-0542197
Address
1520 S. 5TH STREET · ST. CHARLES, MO · 63303
Phone
(636) 757-2199
Industry
Real Estatesee all
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
Audit & trust (Schedule H)
Auditor
ARMANINO LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| THE VANGUARD GROUP, INC. | 23-1945930 | — | RECORDKEEPER | $6K | — |
Advisor / Consultant
1| 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)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Vanguard Target Retirement 2030 Fund Mutual fund | — | — | — | $3.1M | 13.4% | |
| Vanguard Target Retirement 2045 Fund Mutual fund | — | — | — | $2.4M | 10.2% | |
| Vanguard Target Retirement 2040 Fund Mutual fund | — | — | — | $2.2M | 9.7% | |
| Vanguard Growth Index Mutual fund | — | — | — | $1.7M | 7.5% | |
| Vanguard Target Retirement 2025 Fund Mutual fund | — | — | — | $1.4M | 6.0% | |
| Vanguard 500 Index Mutual fund | — | — | — | $1.3M | 5.8% | |
| Vanguard Target Retirement 2055 Fund Mutual fund | — | — | — | $1.2M | 5.2% | |
| Vanguard Target Retirement 2050 Fund Mutual fund | — | — | — | $1.2M | 5.1% | |
| Vanguard Cash Reserves Federal Money Mutual fund | — | — | — | $721K | 3.1% | |
| Vanguard Target Retirement 2060 Fund Mutual fund | — | — | — | $713K | 3.1% | |
| Vanguard Windsor II Mutual fund | — | — | — | $570K | 2.5% | |
| Vanguard Target Retirement 2020 Fund Mutual fund | — | — | — | $542K | 2.3% | |
| Vanguard Dividend Growth Mutual fund | — | — | — | $529K | 2.3% | |
| Vanguard Mid-Cap Index Mutual fund | — | — | — | $453K | 2.0% | |
| Vanguard Total Stock Market Index Mutual fund | — | — | — | $350K | 1.5% | |
| Vanguard International Growth Mutual fund | — | — | — | $312K | 1.3% | |
| Vanguard Wellington Mutual fund | — | — | — | $284K | 1.2% | |
| Vanguard Value Index Mutual fund | — | — | — | $242K | 1.0% | |
| Vanguard Total Bond Market Index Mutual fund | — | — | — | $211K | 0.9% | |
| Notes receivable from participants maturing through December 2036 - | — | — | — | $179K | 0.8% | |
| DFA Short-Duration Real Return Institutional Mutual fund | — | — | — | $136K | 0.6% | |
| Vanguard Short-Term Bond Index Mutual fund | — | — | — | $119K | 0.5% | |
| Vanguard Emerging Market Stock Index Mutual fund | — | — | — | $118K | 0.5% | |
| Vanguard Total International Stock Index Mutual fund | — | — | — | $98K | 0.4% | |
| Vanguard Target Retirement Income Mutual fund | — | — | — | $79K | 0.3% | |
| Vanguard Wellesley Income Mutual fund | — | — | — | $70K | 0.3% | |
| Vanguard Target Retirement 2065 Fund Mutual fund | — | — | — | $29K | 0.1% | |
| Vanguard Balanced Index Mutual fund | — | — | — | $22K | <0.1% | |
| Vanguard Target Retirement 2070 Fund Mutual fund | — | — | — | $6K | <0.1% |
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