How big is Milestone Investment Advisors, LLC's plan?

Milestone Investment Advisors, LLC's plan reported $3.3M in assets and 7 participants for 2024.

Original filing (PDF)20250828095325NAL0010354001001

Milestone Investment Advisors, LLC

Name: Milestone Investment Advisors, LLC — Milestone, Form 5500 (2024)
Creator: Milestone Investment Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Investment Advisors, LLC 401(k) Plan

401(k) retirement plan · Milestone Investment Advisors, LLC's Milestone Investment Advisors, LLC 401(k) Plan held $3.3M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Robert G. Armstrong signed Milestone Investment Advisors, LLC's 2024 Form 5500 as plan administrator.

Robert G. Armstrong — 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 Investment Advisors, LLC's EIN is 46-3135826.

EIN 46-3135826

Plan number 001

Plan year 2024

ACK ID 20250828095325NAL0010354001001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Investment Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Investment Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE INVESTMENT ADVISORS, LLC.

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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