Original filing (PDF)20250516092704NAL0046474594001

MILESTONE FINANCIAL ASSOCIATES, LLC

Name: MILESTONE FINANCIAL ASSOCIATES, LLC — MILESTONE FINANCIAL ASSOCIATES 401(K) PLAN, Form 5500 (2024)
Creator: MILESTONE FINANCIAL ASSOCIATES, LLC

Form 5500-SF

FILING_RECEIVED

MILESTONE FINANCIAL ASSOCIATES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONE FINANCIAL ASSOCIATES, LLC.

Plan sponsor

Name

MILESTONE FINANCIAL ASSOCIATES, LLC

EIN

92-0198496

Address

330 EAST MAIN STREET · MACUNGIE, PA · 18062

Phone

(610) 421-8777

Industry

Finance & Insurancesee 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

2025-05-16

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

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DATTILO CONSULTING, INC.

DATTILO CONSULTING, INC. 401(K) RETIREMENT PLAN

$1.5M · 11 participants

HAMMER FINANCIAL GROUP INC

HAMMER FINANCIAL GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$1.5M · 25 participants

THOMAS FINANCIAL GROUP, LLC

THOMAS FINANCIAL, LLC SAFE HARBOR 401(K) PROFIT SHARING PLAN

$1.5M · 2 participants

MADISON PARK CAPITAL ADVISORS, LLC

MADISON PARK CAPITAL ADVISORS, LLC CASH BALANCE PLAN

$1.5M · 4 participants

MAXWELL FINANCIAL MANAGEMENT LLC