Original filing (PDF)20230721011204NAL0004522961001

MILESTONE CONSULTING LLC

Name: MILESTONE CONSULTING LLC — MILESTONE CONSULTING LLC 401(K) PLAN, Form 5500 (2022)
Creator: MILESTONE CONSULTING LLC

Form 5500-SF

FILING_RECEIVED

MILESTONE CONSULTING LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$131K

Net assets (EOY)

$131K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONE CONSULTING LLC.

Plan sponsor

Name

MILESTONE CONSULTING LLC

EIN

45-4330051

Address

50 FOUNTAIN PLAZA · SUITE 1300 · BUFFALO, NY · 142022215

Phone

(716) 331-6788

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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