How big is Milestone Asset Management Group LLC's plan?

Milestone Asset Management Group LLC's plan reported $118K in assets and 4 participants for 2025.

Original filing (PDF)20260430220411NAL0000221331080

Milestone Asset Management Group LLC

Name: Milestone Asset Management Group LLC — Milestone, Form 5500 (2025)
Creator: Milestone Asset Management Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Asset Management Group 401(k) Plan

401(k) retirement plan · Milestone Asset Management Group LLC's Milestone Asset Management Group 401(k) Plan held $118K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$118K

Net assets (EOY)

$118K

People on this filing

Elantha Barry signed Milestone Asset Management Group LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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 Asset Management Group LLC's EIN is 81-1333419.

EIN 81-1333419

Plan number 001

Plan year 2025

ACK ID 20260430220411NAL0000221331080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Milestone Asset Management Group LLC'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 MILESTONE ASSET MANAGEMENT GROUP LLC.

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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