How big is The Milestone Charitable Foundat's plan?

The Milestone Charitable Foundat's plan reported $48K in assets and 4 participants for 2024.

Original filing (PDF)20250704092233NAL0001418257001

The Milestone Charitable Foundat

Name: The Milestone Charitable Foundat — The Milestone, Form 5500 (2024)
Creator: The Milestone Charitable Foundat
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Milestone Charitable Foundation 401(k) Plan

401(k) retirement plan · The Milestone Charitable Foundat's The Milestone Charitable Foundation 401(k) Plan held $48K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$48K

Net assets (EOY)

$48K

People on this filing

Shirley Horner signed The Milestone Charitable Foundat's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

The Milestone Charitable Foundat's EIN is 81-1207829.

EIN 81-1207829

Plan number 001

Plan year 2024

ACK ID 20250704092233NAL0001418257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Milestone Charitable Foundat from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Milestone Charitable Foundat's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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