Original filing (PDF)20230307220021NAL0014107248001

MILESTONES BEHAVIOR SERVICES, LLC

Name: MILESTONES BEHAVIOR SERVICES, LLC — MILESTONES BEHAVIOR SERVICES, LLC 401(K) PLAN, Form 5500 (2022)
Creator: MILESTONES BEHAVIOR SERVICES, LLC

Form 5500-SF

FILING_RECEIVED

MILESTONES BEHAVIOR SERVICES, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONES BEHAVIOR SERVICES, LLC.

Plan sponsor

Name

MILESTONES BEHAVIOR SERVICES, LLC

EIN

47-5299624

Address

5449 S SEMORAN BLVD, SUITE 205 · NUM 127 · ORLANDO, FL · 32822

Phone

(407) 917-7060

Industry

Health Care & Social Assistancesee all

Plan administrator

Name

GUIDELINE, INC.

EIN

47-4474775

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-10-21

Filed

2023-03-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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