How big is Milestone Financial BB's plan?

Milestone Financial BB's plan reported $390K in assets and 2 participants for 2025.

Original filing (PDF)20260310121524NAL0003654224001

Milestone Financial BB

Name: Milestone Financial BB — Milestone Financial, Form 5500 (2025)
Creator: Milestone Financial BB
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Financial Retirement Trust

401(k) retirement plan · Milestone Financial BB's Milestone Financial Retirement Trust held $390K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$390K

Net assets (EOY)

$390K

People on this filing

Brian BEAN signed Milestone Financial BB's 2025 Form 5500 as plan administrator.

Brian BEAN — 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 Financial BB's EIN is 82-3582406.

EIN 82-3582406

Plan number 001

Plan year 2025

ACK ID 20260310121524NAL0003654224001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Milestone Financial BB from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Milestone Financial BB's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 FINANCIAL BB.

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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