How big is Milestone Financial Solutions' plan?

Milestone Financial Solutions' plan reported $416K in assets and 7 participants for 2024.

Original filing (PDF)20250430152510NAL0003088912001

Milestone Financial Solutions

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

Form 5500-SF

FILING_RECEIVED

Milestone Financial Solutions 401(k) Retirement Plan

401(k) retirement plan · Milestone Financial Solutions' Milestone Financial Solutions 401(k) Retirement Plan held $416K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$416K

Net assets (EOY)

$416K

Plan identifiers

Milestone Financial Solutions' EIN is 82-3856462.

EIN 82-3856462

Plan number 001

Plan year 2024

ACK ID 20250430152510NAL0003088912001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestone Financial Solutions from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Financial Solutions' 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 FINANCIAL SOLUTIONS.

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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