Amanda Schroeder signed Milestone, Inc.'s 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milestone, Inc.'s EIN is 36-2769801.
Download the official 2024 Form 5500 (PDF) for Milestone, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milestone, Inc.'s plan includes profit-sharing, a 401(k) feature, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NEWPORT GROUP, INC. | 27-2037969 | — | NONE | $7K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| AMERICAN FUNDS | 95-6817943 | — | NONE | $0 | — |
| CHARLES SCHWAB & CO., INC. | 94-1737782 | — | NONE |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| Fidelity 500Index | Mutual Funds | — | — | $2.2M | 21.4% | |
| American Funds International Vantage Fund | Mutual Funds | — | — | $1.6M | 16.0% | |
| Schwab Target 2035 Index Fund | Common Collective Trusts | — | — | $1.2M | 11.9% | |
| Schwab Government Money Fund | Mutual Funds | — | — | $818K | 8.0% | |
| Schwab Target 2045 Index Fund | Common Collective Trusts | — | — | $572K | 5.6% | |
| Schwab Target 2050 Index Fund | Common Collective Trusts | — | — | $455K | 4.5% | |
| Schwab Target 2040 Index Fund | Common Collective Trusts | — | — | $321K | 3.1% | |
| Schwab Target 2025 Index Fund | Common Collective Trusts | — | — | $313K | 3.1% | |
| Dodge & Cox Income Fund | Mutual Funds | — | — | $304K | 3.0% | |
| Schwab Target 2030 Index Fund | Common Collective Trusts | — | — | $303K | 3.0% | |
| Schwab Target 2055 Index Fund | Common Collective Trusts | — | — | $300K | 2.9% | |
| Vanguard Small Cap Index Fund | Common Collective Trusts | — | — | $262K | 2.6% | |
| Schwab Target 2060 Index Fund | Common Collective Trusts | — | — | $221K | 2.2% | |
| American Funds Global Balanced Fund | Mutual Funds | — | — | $201K | 2.0% | |
| Schwab Target 2065 Index Fund | Common Collective Trusts | — | — | $157K | 1.5% | |
| Self-directed brokerage accounts | Self-Directed Brokerage | — | — | $25K | 0.2% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| $0 |
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