Original filing (PDF)20260121173650NAL0005029120001

MILESTONE ACADEMIC PLANNING LLC

Name: MILESTONE ACADEMIC PLANNING LLC — MILESTONE ACADEMIC PLANNING 401(K) PLAN, Form 5500 (2024)
Creator: MILESTONE ACADEMIC PLANNING LLC

Form 5500-SF

FILING_RECEIVED

MILESTONE ACADEMIC PLANNING 401(K) PLAN

401(k) retirement plan

Signals · 1

Late filing · 2.2 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

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

Plan sponsor

Name

MILESTONE ACADEMIC PLANNING LLC

EIN

47-1168880

Address

7100 W CAMINO REAL STE 215 · BOCA RATON, FL · 33433

Phone

(561) 470-7100

Industry

Educational Servicessee all

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

2026-01-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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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