401(k) retirement plan · Milestone Mortgage, LLC's Milestone Mortgage 401(k) Plan held $77K in plan assets for 9 participants in 2024.
Active participants
9
Accounts w/ balance
5
Plan assets (EOY)
$77K
Net assets (EOY)
$77K
Plan health score
Above-average plan
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
43
Vendor & structure
100
Knocking points off
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (21st percentile).
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE MORTGAGE, LLC.
