Milestones Hospitality, LLC's EIN is 45-2916908.
Download the official 2024 Form 5500 (PDF) for Milestones Hospitality, LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milestones Hospitality, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.
This plan doesn't hold securities directly — it invests through trusts. Click a trust below to drill into its securities.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER TRUST COMPANY LLC | 93-1225432 | GREENWOOD VILLAGE, CO | RECORDKEEPER | $0 | — |
| EMPOWER ADVISORY GROUP, LLC | 93-1225432 | GREENWOOD VILLAGE, CO | INVESTMENT MGMT | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
| % of plan | |||
|---|---|---|---|
| AMERICAN FUNDS 2050 TRGT DATE RETIR EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $1.4M | 47.0% |
| AMERICAN FUNDS 2055 TRGT DATE RETIR EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $332K | 11.4% |
| AMERICAN FUNDS 2045 TRGT DATE RETIR EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $316K | 10.8% |
| AMERICAN FUNDS 2035 TRGT DATE RETIR EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $202K | 6.9% |
| JPMORGAN US EQUITY R6 EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $153K | 5.3% |
| FIDELITY 500 INDEX EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $91K | 3.1% |
| AMERICAN FUNDS 2060 TRGT DATE RETIR EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $80K | 2.7% |
| AMERICAN FUNDS 2040 TRGT DATE RETIR EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $75K | 2.6% |
| ISHARES MSCI EAFE INTERNATIONAL IND EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $69K | 2.4% |
| AMERICAN FUNDS GROWTH FUND OF AMER EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $47K | 1.6% |
| MFS VALUE R6 EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $35K | 1.2% |
| FIDELITY ADVISOR TOTAL BOND Z EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $34K | 1.2% |
| ISHARES RUSSELL MID-CAP INDEX K EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $26K | 0.9% |
| ISHARES RUSSELL 2000 SMALL-CAP IND EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $21K | 0.7% |
| INVESCO INTERNATIONAL DIVERSIFIED R EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $12K | 0.4% |
| INVESCO MAIN STREET SMALL CAP R6 EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $9K | 0.3% |
| MFS INTERNATIONAL EQUITY R6 EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $7K | 0.3% |
| EI FIXED ACCOUNT - SERIES CLASS VI EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $7K | 0.2% |
| CLEARBRIDGE SMALL CAP GROWTH IS EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $7K | 0.2% |
| HARTFORD MIDCAP R6 EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $7K | 0.2% |
| ISHARES U.S. AGGREGATE BOND INDEX EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $3K | 0.1% |
| AMERICAN FUNDS AMERICAN BALANCED R6 EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $3K | 0.1% |
| AMERICAN FUNDS 2020 TRGT DATE RETIR EMPOWER TRUST COMPANY LLC · EIN 93-1225432 / PN 000 | Pooled Separate Account | $0 | <0.1% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| MERRILL LYNCH PIERCE FENNER & .00 S |
| 93-1225432 |
| PENNINGTON, NJ |
| INVESTMENT ADVISOR |
| $0 |
| — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| NATIONAL BENEFIT SERVICES INC | 36-2998347 | CHICAGO, IL | CONTRACT ADMIN | $0 | — |
