How big is Milestone Consulting Group, Inc.'s plan?

Milestone Consulting Group, Inc.'s plan reported $5.5M in assets and 6 participants for 2024.

Original filing (PDF)20250606115949NAL0012637649001

Milestone Consulting Group, Inc.

Name: Milestone Consulting Group, Inc. — Milestone, Form 5500 (2024)
Creator: Milestone Consulting Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Consulting Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Milestone Consulting Group, Inc.'s Milestone Consulting Group, Inc. 401(k) Profit Sharing Plan held $5.5M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.5M

Net assets (EOY)

$5.5M

People on this filing

Allison Fisher signed Milestone Consulting Group, Inc.'s 2024 Form 5500 as plan administrator.

Allison Fisher — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Milestone Consulting Group, Inc.'s EIN is 81-0573113.

EIN 81-0573113

Plan number 001

Plan year 2024

ACK ID 20250606115949NAL0012637649001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Consulting Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Consulting Group, Inc.'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 MILESTONE CONSULTING GROUP, INC..

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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