Original filing (PDF)20241120150907NAL0006845408001

Milestone Mortgage Solutions, LLC

Name: Milestone Mortgage Solutions, LLC — Milestone, Form 5500 (2023)
Creator: Milestone Mortgage Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Mortgage Solutions, LLC 401(k) Plan

401(k) retirement plan · Milestone Mortgage Solutions, LLC's Milestone Mortgage Solutions, LLC 401(k) Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Milestone Mortgage Solutions, LLC's EIN is 83-2695712.

EIN 83-2695712

Plan number 001

Plan year 2023

ACK ID 20241120150907NAL0006845408001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Milestone Mortgage Solutions, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Milestone Mortgage Solutions, 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 MORTGAGE SOLUTIONS, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score