How big is Milestone Wealth Management, LLC's plan?

Milestone Wealth Management, LLC's plan reported $476K in assets and 4 participants for 2024.

Original filing (PDF)20251013122621NAL0000591907001

Milestone Wealth Management, LLC

Name: Milestone Wealth Management, LLC — Milestone Wealth, Form 5500 (2024)
Creator: Milestone Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Wealth Management 401(k) Retirement Plan

401(k) retirement plan · Milestone Wealth Management, LLC's Milestone Wealth Management 401(k) Retirement Plan held $476K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$476K

Net assets (EOY)

$476K

Plan identifiers

Milestone Wealth Management, LLC's EIN is 81-4223495.

EIN 81-4223495

Plan number 001

Plan year 2024

ACK ID 20251013122621NAL0000591907001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTH MANAGEMENT, 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

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).

Plan sponsor

Name

MILESTONE WEALTH MANAGEMENT, LLC

EIN

all filings

Address

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

Phone

(856) 489-5040

Industry

Finance & Insurance

Plan administrator