How big is Milestones HR, LLC's plan?

Milestones HR, LLC's plan reported $156K in assets and 2 participants for 2024.

Original filing (PDF)20250701161753NAL0007115379001

Milestones HR, LLC

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

Form 5500-SF

FILING_RECEIVED

Milestones HR, LLC

401(k) retirement plan · Milestones HR, LLC held $156K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$156K

Net assets (EOY)

$156K

Plan identifiers

Milestones HR, LLC's EIN is 46-4853082.

EIN 46-4853082

Plan number 001

Plan year 2024

ACK ID 20250701161753NAL0007115379001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milestones HR, LLC'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 MILESTONES HR, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

MILESTONES HR, LLC

EIN

all filings

Address

109 SOUTH ST · WAUNAKEE, WI · 53597

Phone

(608) 850-9797

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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