How big is Milestone Education, LLC's plan?

Milestone Education, LLC's plan reported $463K in assets and 1,244 participants for 2024.

Original filing (PDF)20250429091852NAL0000535824001

Milestone Education, LLC

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

Form 5500-SF

FILING_RECEIVED

Milestone Education 401(k) Plan

401(k) retirement plan · Milestone Education, LLC's Milestone Education 401(k) Plan held $463K in plan assets for 1,244 participants in 2024.

Signals · 1

No auditor on file

Active participants

1,244

Accounts w/ balance

Plan assets (EOY)

$463K

Net assets (EOY)

$463K

People on this filing

VU TRAN signed Milestone Education, LLC's 2024 Form 5500 as plan administrator.

VU TRAN — 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 Education, LLC's EIN is 87-4221792.

EIN 87-4221792

Plan number 001

Plan year 2024

ACK ID 20250429091852NAL0000535824001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Education, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONE EDUCATION, LLC.

Finding similar companies…

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 (3rd percentile).

Helping the score