How big is Milestone Insurance Brokers, Inc.'s plan?

Milestone Insurance Brokers, Inc.'s plan reported $2.6M in assets and 18 participants for 2024.

Original filing (PDF)20260108095618NAL0009125009001

Milestone Insurance Brokers, Inc.

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

Form 5500-SF

FILING_RECEIVED

Milestone Insurance Brokers 401(k) Plan

401(k) retirement plan · Milestone Insurance Brokers, Inc.'s Milestone Insurance Brokers 401(k) Plan held $2.6M in plan assets for 18 participants in 2024.

Signals · 1

Late filing · 1.7 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Milestone Insurance Brokers, Inc.'s EIN is 33-0688562.

EIN 33-0688562

Plan number 003

Plan year 2024

ACK ID 20260108095618NAL0009125009001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Insurance Brokers, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Insurance Brokers, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 INSURANCE BROKERS, INC..

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off