How big is Milestone & Co., LLC's plan?

Milestone & Co., LLC's plan reported $2.1M in assets and 50 participants for 2024.

Original filing (PDF)20250710050808NAL0014341618001

Milestone & Co., LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Milestone & Co., LLC held $2.1M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Shirley Horner signed Milestone & Co., LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 & Co., LLC's EIN is 46-4207680.

EIN 46-4207680

Plan number 001

Plan year 2024

ACK ID 20250710050808NAL0014341618001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone & Co., LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

Plan health score

Above-average plan

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