How big is Milestone Academic Planning LLC's plan?

Milestone Academic Planning LLC's plan reported $357K in assets and 5 participants for 2024.

Original filing (PDF)20260121173650NAL0005029120001

Milestone Academic Planning LLC

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

Form 5500-SF

FILING_RECEIVED

Milestone Academic Planning 401(k) Plan

401(k) retirement plan · Milestone Academic Planning LLC's Milestone Academic Planning 401(k) Plan held $357K in plan assets for 5 participants in 2024.

Signals · 2

Late filing · 2.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$357K

Net assets (EOY)

$357K

Plan identifiers

Milestone Academic Planning LLC's EIN is 47-1168880.

EIN 47-1168880

Plan number 001

Plan year 2024

ACK ID 20260121173650NAL0005029120001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Academic Planning 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 ACADEMIC PLANNING 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.2 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score