Milestone Senior Services, Inc.'s EIN is 38-1747660.
Download the official 2024 Form 5500 (PDF) for Milestone Senior Services, Inc. from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milestone Senior Services, Inc.'s plan includes ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA), profit-sharing, a 403(b) annuity.
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GREENLEAF TRUST | 38-3416104 | — | TRUSTEE | $34K | — |
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| SEPARATE ACCOUNT NUMBER 2 MUTUAL OF AMERICA LIFE INSURANCE COMPANY · EIN 13-1614399 / PN 000 | Pooled Separate Account | — | — | $739K | 12.8% | |
| T. Rowe Price Retirement 2030 Fund | Other securities | — | — | $686K | 11.8% | |
| T. Rowe Price Retirement 2035 Fund | Other securities | — | — | $581K | 10.0% | |
| Mutual of America Life Insurance Company Investment contract - Mutual of America Investment Contract | Common Stocks | — | — | $576K | 10.0% | |
| Vanguard 500 Index Admiral Share | Common Collective Trusts | — | — | $417K | 7.2% | |
| T. Rowe Price Retirement 2045 Fund | Other securities | — | — | $390K | 6.7% | |
| Northern Trust Northern Institutional Treasury Portfolio | Other securities | — | — | $363K | 6.3% | |
| T. Rowe Price Retirement 2025 Fund | Other securities | — | — | $349K | 6.0% | |
| T. Rowe Price Retirement 2050 Fund | Other securities | — | — | $207K | 3.6% | |
| T. Rowe Price Retirement 2040 Fund | Other securities | — | — | $202K | 3.5% | |
| Vanguard Mid Cap Index Admiral Shares | Mutual Funds | — | — | $198K | 3.4% | |
| DWS Capital Growth VIP * 197 Fidelity VIP Contrafund Portfolio | Mutual Funds | — | — | $186K | 3.2% | |
| T. Rowe Price T. Rowe Price Retirement Balanced Fund | Other securities | — | — | $159K | 2.7% | |
| T. Rowe Price Retirement 2060 Fund | Other securities | — | — | $132K | 2.3% | |
| Mutual of America Life Insurance Company American Century VP Capital Appreciation | Common Stocks | — | — | $111K | 1.9% | |
| Vanguard Short-Term Investment Grade Fund | Mutual Funds | — | — | $107K | 1.9% | |
| Vanguard Total Bond Market Admiral Shares | Mutual Funds | — | — | $107K | 1.8% | |
| Vanguard Total Intl Stock Index Admiral | Mutual Funds | — | — | $104K | 1.8% | |
| William Blair William Blair Large Cap Gr-R6 | Other securities | — | — | $92K | 1.6% | |
| Mutual of America All America Fund | Other securities | — | — | $91K | 1.6% | |
| T. Rowe Price Retirement 2055 Fund | Other securities | — | — | $78K | 1.3% | |
| Hartford Dividend and Growth | Other securities | — | — | $74K | 1.3% | |
| Mutual of America Equity Index Fund | Common Collective Trusts | — | — | $65K | 1.1% | |
| Fidelity VIP Equity-Income Portfolio | Mutual Funds | — | — | $54K | 0.9% | |
| Vanguard Small Cap Index | Mutual Funds | — | — | $50K | 0.9% | |
| Fidelity VIP Mid-Cap Portfolio | Mutual Funds | — | — | $50K | 0.9% | |
| Mutual of America Money Market Fund | Cash / Money Market | — | — | $42K | 0.7% | |
| Mutual of America Clear Passage 2025 Fund | Other securities | — | — | $41K | 0.7% | |
| JPMorgan Mid Cap Value | Other securities | — | — | $39K | 0.7% | |
| Hartford International Opportunity | Other securities | — | — | $38K | 0.7% | |
| Vanguard VIF International Portfolio | Mutual Funds | — | — | $35K | 0.6% | |
| PIMCO VIT Real Return Portfolio | Mutual Funds | — | — | $29K | 0.5% | |
| Mutual of America Balanced Fund | Other securities | — | — | $25K | 0.4% | |
| Delaware Small Cap Value Fund Delaware Small Cap Value | Other securities | — | — | $24K | 0.4% | |
| PIMCO Total Return Fund | Mutual Funds | — | — | $20K | 0.4% | |
| Wasatch Core Growth Institutional | Other securities | — | — | $17K | 0.3% | |
| Hartford MidCap | Other securities | — | — | $17K | 0.3% | |
| T. Rowe Price Retirement 2065 Fund | Other securities | — | — | $10K | 0.2% | |
| Vanguard Intermediate Term Treasury Admiral | Mutual Funds | — | — | $10K | 0.2% | |
| Mutual of America Mid-Cap Equity Index * 872 Mutual of America Mid-Term Bond Fund | Common Collective Trusts | — | — | $6K | <0.1% | |
| Mutual of America Bond Fund | Other securities | — | — | $5K | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
