Kelly Durante signed Milestone Retirement Communities' 2024 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Milestone Retirement Communities' EIN is 81-4756997.
Download the official 2024 Form 5500 (PDF) for Milestone Retirement Communities from the U.S. Department of Labor's EFAST2 system.
Download the official 2024 Form 5500 (PDF)Milestone Retirement Communities' plan includes profit-sharing, ERISA 404(c) participant direction, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| TPG FINANCIAL ADVISORS, LLC | — | PORTLAND, OR | INVESTMENT MANAGER | $27K | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PCS RETIREMENT, LLC | 23-3038464 | — | CONTRACT ADMINISTRATOR | $128K | — |
