How big is Milestone Brands, LLC's plan?

Milestone Brands, LLC's plan reported $3.7M in assets and 67 participants for 2025.

Original filing (PDF)20260512100045NAL0013302210001

Milestone Brands, LLC

Name: Milestone Brands, LLC — Milestone Brands, LLC 401(k), Form 5500 (2025)
Creator: Milestone Brands, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Brands, LLC 401(k) Plan

401(k) retirement plan · Milestone Brands, LLC's Milestone Brands, LLC 401(k) Plan held $3.7M in plan assets for 67 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Dan Visel signed Milestone Brands, LLC's 2025 Form 5500 as plan administrator.

Dan Visel — 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 Brands, LLC's EIN is 81-1139263.

EIN 81-1139263

Plan number 001

Plan year 2025

ACK ID 20260512100045NAL0013302210001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Milestone Brands, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Milestone Brands, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE BRANDS, LLC.

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Plan health score

Above-average plan

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