Original filing (PDF)20250630135222NAL0016480688003

MILESTONES PRIVATE INVESTMENT ADVISORS

Name: MILESTONES PRIVATE INVESTMENT ADVISORS — MILESTONES PRIVATE INVESTMENT ADVISORS 401(K) RETIREMENT SAVINGS PLAN, Form 5500 (2024)
Creator: MILESTONES PRIVATE INVESTMENT ADVISORS

Form 5500-SF

FILING_RECEIVED

MILESTONES PRIVATE INVESTMENT ADVISORS 401(K) RETIREMENT SAVINGS PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$664K

Net assets (EOY)

$664K

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 average account balance (97th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONES PRIVATE INVESTMENT ADVISORS.

Plan sponsor

Name

MILESTONES PRIVATE INVESTMENT ADVISORS

EIN

82-2380964

Address

375 WOODCLIFF DRIVE · FAIRPORT, NY · 14450

Phone

(585) 203-1956

Industry

Finance & Insurancesee all

Plan administrator