Original filing (PDF)20251010150953NAL0013394240001

MILESTONES ADULT DEVELOPMENT C

Name: MILESTONES ADULT DEVELOPMENT C — 403(B) THRIFT PLAN FOR EMPLOYEES OF MILESTONES ADULT DEVELOPMENT CENTER, INC., Form 5500 (2024)
Creator: MILESTONES ADULT DEVELOPMENT C

Form 5500-SF

FILING_RECEIVED

403(B) THRIFT PLAN FOR EMPLOYEES OF MILESTONES ADULT DEVELOPMENT CENTER, INC.

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONES ADULT DEVELOPMENT C.

Plan sponsor

Name

MILESTONES ADULT DEVELOPMENT C

EIN

68-0058562

Address

1 FLORIDA ST · VALLEJO, CA · 945905000

Phone

(707) 644-0496

Industry

Health Care & Social Assistancesee 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

2025-10-10

Pension benefit codes

2G · Total participant-directed accounts

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

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Health Care & Social Assistance plans

ARNOLD CENTER, INC.

ARNOLD CENTER, INC. 403(B) PLAN

$1.1M · 62 participants

THE FRAZER CENTER, INC.

THE FRAZER CENTER, INC'S PROTOTYPE 401(K) PROFIT SHARING PLAN

$1.1M · 59 participants

LOWNDES ADVOCACY RESOURCE CENTER, INC.

LOWNDES ADVOCACY RESOURCE CENTER, INC. PROFIT SHARING PLAN

$1.1M · 31 participants

MIRAMAR HEALTH LLC

MIRAMAR HEALTH LLC 401(K) PLAN

$1.1M · 66 participants

SPORTSFIT PHYSICAL THERAPY CORPORATION

SPORTSFIT 401(K) PLAN