Original filing (PDF)20251013122621NAL0000591907001

MILESTONE WEALTH MANAGEMENT, LLC

Name: MILESTONE WEALTH MANAGEMENT, LLC — MILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: MILESTONE WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

MILESTONE WEALTH MANAGEMENT 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

MILESTONE WEALTH MANAGEMENT, LLC

EIN

81-4223495all filings

Address

2 SHEPPARD ROAD · SUITE 301 · VOORHEES, NJ · 08043

Phone

(856) 489-5040

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