How big is Milestone Orthodontics, D.D.S., P.A.'s plan?

Milestone Orthodontics, D.D.S., P.A.'s plan reported $13.6M in assets and 21 participants for 2024.

Original filing (PDF)20250407084647NAL0018235569001

Milestone Orthodontics, D.D.S., P.A.

Name: Milestone Orthodontics, D.D.S., P.A. — Milestone, Form 5500 (2024)
Creator: Milestone Orthodontics, D.D.S., P.A.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Orthodontics, D.D.S., P.A. 401(k) Profit Sharing Plan

401(k) retirement plan · Milestone Orthodontics, D.D.S., P.A.'s Milestone Orthodontics, D.D.S., P.A. 401(k) Profit Sharing Plan held $13.6M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13.6M

Net assets (EOY)

$13.6M

People on this filing

CHAD Carroll signed Milestone Orthodontics, D.D.S., P.A.'s 2024 Form 5500 as plan administrator.

CHAD Carroll — 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 Orthodontics, D.D.S., P.A.'s EIN is 41-1225160.

EIN 41-1225160

Plan number 002

Plan year 2024

ACK ID 20250407084647NAL0018235569001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Orthodontics, D.D.S., P.A. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Orthodontics, D.D.S., P.A.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE ORTHODONTICS, D.D.S., P.A..

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score