How big is Milestone Money, LLC's plan?

Milestone Money, LLC's plan reported $87K in assets and 2 participants for 2024.

Original filing (PDF)20250722142012NAL0001293539001

Milestone Money, LLC

Name: Milestone Money, LLC — Milestone Money, LLC 401(k), Form 5500 (2024)
Creator: Milestone Money, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Milestone Money, LLC 401(k) Plan

401(k) retirement plan · Milestone Money, LLC's Milestone Money, LLC 401(k) Plan held $87K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$87K

Net assets (EOY)

$87K

People on this filing

William Dippell signed Milestone Money, LLC's 2024 Form 5500 as plan administrator.

William Dippell — 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 Money, LLC's EIN is 87-4790133.

EIN 87-4790133

Plan number 001

Plan year 2024

ACK ID 20250722142012NAL0001293539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Milestone Money, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score