How big is Milestones Capital US LLC's plan?

Milestones Capital US LLC's plan reported $37K in assets and 3 participants for 2024.

Original filing (PDF)20251025050343NAL0004753024001

Milestones Capital US LLC

Name: Milestones Capital US LLC — Form 5500 (2024)
Creator: Milestones Capital US LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Milestones Capital US LLC held $37K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$37K

Net assets (EOY)

$37K

People on this filing

Marcelo Ferreira de Cordova signed Milestones Capital US LLC's 2024 Form 5500 as plan administrator.

Marcelo Ferreira de Cordova — 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

Milestones Capital US LLC's EIN is 88-0684269.

EIN 88-0684269

Plan number 001

Plan year 2024

ACK ID 20251025050343NAL0004753024001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Milestones Capital US LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Milestones Capital US LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MILESTONES CAPITAL US 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