How big is Milestone Funeral Home's plan?

Milestone Funeral Home's plan reported $2.0M in assets and 211 participants for 2024.

Original filing (PDF)20250726061436NAL0008370208001

Milestone Funeral Home

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

Form 5500-SF

FILING_RECEIVED

Milestone Funeral Partners 401(k) Plan

401(k) retirement plan · Milestone Funeral Home's Milestone Funeral Partners 401(k) Plan held $2.0M in plan assets for 211 participants in 2024.

Signals · 1

No auditor on file

Active participants

211

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Michael Martel signed Milestone Funeral Home's 2024 Form 5500 as plan administrator.

Michael Martel — 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 Funeral Home's EIN is 86-3687677.

EIN 86-3687677

Plan number 001

Plan year 2024

ACK ID 20250726061436NAL0008370208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Funeral Home'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 FUNERAL HOME.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score