Back to filter
Original filing (PDF)20250726061436NAL0008370208001
MILESTONE FUNERAL HOME
Form 5500-SF
FILING_RECEIVED
MILESTONE FUNERAL PARTNERS 401(K) PLAN
401(k) retirement plan
Signals · 1
No auditor on file
Active participants
211
Accounts w/ balance
65
Plan assets (EOY)
$2.0M
Net assets (EOY)
$2.0M
Plan health score (directional)
72
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
60
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
65
Knocking points off
- No independent qualified public accountant (IQPA) named.
- Only 31% as many balances as active participants — suggests many active employees aren't deferring.
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONE FUNERAL HOME.
Plan sponsor
Name
MILESTONE FUNERAL HOME
EIN
86-3687677
Address
86 MAIN ST - STE 304 · AUBURN, ME · 04210
Phone
(207) 333-5200
Industry
Other Services (ex. Public Admin)see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-26
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2K · 401(m) arrangement
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Other Services (ex. Public Admin) plans
BRUEGGEMANN FUNERAL HOME OF EAST NORTHPORT INC.
BRUEGGEMANN FUNERAL HOME OF EAST NORTHPORT INC. 401(K) PROFIT SHARING PLAN & TRUST
$2.0M · 9 participants
NIE FUNERAL HOME INC
NIE FUNERAL HOME INC 401(K) PROFIT SHARING PLAN AND TRUST
$2.0M · 9 participants
DAVENPORT FAMILY FUNERAL HOME
DAVENPORT FAMILY FUNERAL HOME 401(K) PS PLAN
$2.0M · 10 participants
ETZWEILER FUNERAL HOME
M. ROBERT ETZWEILER FUNERAL HOME RETIREMENT PLAN
$2.0M · 9 participants
HIGGINBOTHAM FUNERAL HOMES OF TEXAS, INC.
HIGGINBOTHAM FUNERAL HOMES OF TEXAS 401(K) PLAN
$2.0M · 110 participants
MILLER FUNERAL & CREMATION SERVICES, INC.
MILLER FUNERAL HOMES, INC. PROFIT SHARING PLAN
$2.0M · 13 participants
Large plans in Maine
AHOLD DELHAIZE USA SERVICES, LLC
AHOLD DELHAIZE USA SERVICES AND AFFILIATES DEFINED CONTRIBUTION PLANS MASTER TRUST
$6.9B
TD BANK US HOLDING COMPANY
TD 401(K) RETIREMENT PLAN
$6.0B · 32,012 participants
UNUM GROUP
UNUM GROUP 401K RETIREMENT PLAN
$2.5B · 9,413 participants
MAINEHEALTH SERVICES
MAINEHEALTH 403(B) RETIREMENT PLAN
$2.5B · 23,826 participants
UNUM GROUP
UNUM GROUP PENSION PLAN
$1.4B · 2,680 participants
IDEXX LABORATORIES, INC.
IDEXX RETIREMENT AND INCENTIVE SAVINGS PLAN
$1.2B · 6,742 participants