How big is Milestone Formula, LLC DBA Banner Edge Media's plan?

Milestone Formula, LLC DBA Banner Edge Media's plan reported $452K in assets and 23 participants for 2025.

Original filing (PDF)20260330181515NAL0009566833001

Milestone Formula, LLC DBA Banner Edge Media

Name: Milestone Formula, LLC DBA Banner Edge Media — Form 5500 Plan 001 (2025)
Creator: Milestone Formula, LLC DBA Banner Edge Media
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Banner Edge Media 401(k) Plan

401(k) retirement plan · Milestone Formula, LLC DBA Banner Edge Media's Banner Edge Media 401(k) Plan held $452K in plan assets for 23 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

People on this filing

Paul BURG signed Milestone Formula, LLC DBA Banner Edge Media's 2025 Form 5500 as plan administrator.

Paul BURG — 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 Formula, LLC DBA Banner Edge Media's EIN is 90-0842483.

EIN 90-0842483

Plan number 001

Plan year 2025

ACK ID 20260330181515NAL0009566833001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Milestone Formula, LLC DBA Banner Edge Media from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Milestone Formula, LLC DBA Banner Edge Media's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 MILESTONE FORMULA, LLC DBA BANNER EDGE MEDIA.

Finding similar companies…

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