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Original filing (PDF)20251014180513NAL0003460929001
MILESTONE TECHNOLOGIES, INC
Form 5500
FILING_RECEIVED
MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN
401(k) retirement plan
Active participants
1,900
Accounts w/ balance
1,682
Plan assets (EOY)
$63.8M
Net assets (EOY)
$63.8M
How this plan invests
This plan
72 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 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
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MILESTONE TECHNOLOGIES, INC.
Plan sponsor
Name
MILESTONE TECHNOLOGIES, INC
EIN
94-3263696
Address
3101 SKYWAY COURT · FREMONT, CA · 94539
Phone
(510) 651-2454
Industry
Manufacturingsee 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
2025-10-14
Pension benefit codes
2A · Age/service weighted or new comparability
3H · Sponsor in controlled / affiliated group
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
BHLF LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
3 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | 04-2647786 | — | RECORDKEEPER | $56K | — |
Advisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | ADVISOR | $38K | — |
| WELLTH ADVISORY SERVICES LLC | 99-2539506 | — | ADVISOR | $14K | — |
Investments
72 direct securities· $119.3M(100% of reported assets)
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| JP Morgan Smrtret 2060 R5 Mutual Fund | — | — | — | $7.4M | 11.6% | |
| JP Morgan Smrtret 2040 R5 Mutual Fund | — | — | — | $6.1M | 9.6% | |
| JP Morgan Smrtret 2045 R5 Mutual Fund | — | — | — | $6.0M | 9.5% | |
| JP Morgan Smrtret 2060 Mutual Fund | — | — | — | $5.6M | 8.8% | |
| JP Morgan Smrtret 2045 Mutual Fund | — | — | — | $5.3M | 8.3% | |
| JP Morgan Smrtret 2040 Mutual Fund | — | — | — | $5.3M | 8.3% | |
| JP Morgan Smrtret 2055 R5 Mutual Fund | — | — | — | $4.9M | 7.7% | |
| Fidelity Total Mkt Idx Mutual Fund | — | — | — | $4.8M | 7.5% | |
| Fidelity Total Mkt Idx Mutual Fund | — | — | — | $4.7M | 7.4% | |
| JP Morgan Smrtret 2050 R5 Mutual Fund | — | — | — | $4.6M | 7.3% | |
| Vanguard Growth Index Mutual Fund | — | — | — | $4.5M | 7.0% | |
| JP Morgan Smrtret 2055 Mutual Fund | — | — | — | $4.4M | 6.9% | |
| JP Morgan Smrtret 2035 Mutual Fund | — | — | — | $4.4M | 6.8% | |
| JP Morgan Smrtret 2030 Mutual Fund | — | — | — | $4.4M | 6.8% | |
| JP Morgan Smrtret 2035 R5 Mutual Fund | — | — | — | $4.3M | 6.7% | |
| JP Morgan Smrtret 2030 R5 Mutual Fund | — | — | — | $4.1M | 6.5% | |
| JP Morgan Smrtret 2050 Mutual Fund | — | — | — | $3.7M | 5.8% | |
| Vanguard Growth Index Mutual Fund | — | — | — | $2.9M | 4.5% | |
| Fidelity Sel Technology Mutual Fund | — | — | — | $2.0M | 3.2% | |
| JP Morgan Smrtret 2025 Mutual Fund | — | — | — | $1.8M | 2.9% | |
| JP Morgan Smrtret 2025 R5 Mutual Fund | — | — | — | $1.7M | 2.7% | |
| JP Morgan Smrtret 2020 R5 Mutual Fund | — | — | — | $1.6M | 2.5% | |
| JP Morgan Smrtret 2020 Mutual Fund | — | — | — | $1.5M | 2.4% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $1.4M | 2.3% | |
| Prudential Guaranteed Income Fund Stable Value Fund | — | — | — | $1.3M | 2.0% | |
| Fidelity Sel Technology Mutual Fund | — | — | — | $1.2M | 1.8% | |
| Participant Loans Maturity 2024 - 2036 | — | — | — | $1.1M | 1.7% | |
| American Funds New Perspect R6 Mutual Fund | — | — | — | $1.0M | 1.6% | |
| American Funds New Perspect Mutual Fund | — | — | — | $1.0M | 1.6% | |
| Fidelity Mid Cap Idx Mutual Fund | — | — | — | $792K | 1.2% | |
| Vanguard Small Cap Index Mutual Fund | — | — | — | $738K | 1.2% | |
| Participant Loans Maturity 2023 - 2036 | — | — | — | $705K | 1.1% | |
| Vanguard FTSE AW IDX Mutual Fund | — | — | — | $696K | 1.1% | |
| Fidelity Mid Cap Idx Mutual Fund | — | — | — | $673K | 1.1% | |
| Invesco Growth & Inc R6 Mutual Fund | — | — | — | $660K | 1.0% | |
| Vanguard FTSE AW IDX Mutual Fund | — | — | — | $645K | 1.0% | |
| American Funds Balanced R6 Mutual Fund | — | — | — | $630K | 1.0% | |
| Victory S Estb Val Mutual Fund | — | — | — | $593K | 0.9% | |
| T Rowe Price Div Growth Adv Mutual Fund | — | — | — | $566K | 0.9% | |
| T Rowe Price Div Growth Adv Mutual Fund | — | — | — | $563K | 0.9% | |
| Vanguard Real Estate Idx Mutual Fund | — | — | — | $557K | 0.9% | |
| American Funds Balanced Mutual Fund | — | — | — | $549K | 0.9% | |
| Invesco Growth & Inc Mutual Fund | — | — | — | $541K | 0.8% | |
| Victory S Estb Val Mutual Fund | — | — | — | $502K | 0.8% | |
| EMP Guaranteed Income Fund Stable Value Fund | — | — | — | $486K | 0.8% | |
| Blackrock High Yield Bond Mutual Fund | — | — | — | $475K | 0.7% | |
| Vanguard ST Federal Mutual Fund | — | — | — | $439K | 0.7% | |
| MetWest Total Return Bond Mutual Fund | — | — | — | $422K | 0.7% | |
| Fidelity Emerging Markets Core Eq Mutual Fund | — | — | — | $412K | 0.6% | |
| Delaware Sm Cap Val Inst Mutual Fund | — | — | — | $383K | 0.6% | |
| Delaware Sm Cap Val Inst Mutual Fund | — | — | — | $370K | 0.6% | |
| T Rowe Price Health Sciences Mutual Fund | — | — | — | $365K | 0.6% | |
| Vanguard ST Federal Mutual Fund | — | — | — | $332K | 0.5% | |
| JP Morgan Smrtret Inc R5 Mutual Fund | — | — | — | $331K | 0.5% | |
| Blackrock High Yield Bond Mutual Fund | — | — | — | $325K | 0.5% | |
| T Rowe Price Health Sciences Mutual Fund | — | — | — | $325K | 0.5% | |
| Vanguard Real Estate Idx Mutual Fund | — | — | — | $318K | 0.5% | |
| JP Morgan Smrtret Inc Mutual Fund | — | — | — | $308K | 0.5% | |
| MFS Mid Cap Growth Mutual Fund | — | — | — | $252K | 0.4% | |
| MFS Mid Cap Growth Mutual Fund | — | — | — | $227K | 0.4% | |
| MetWest Total Return Bond Mutual Fund | — | — | — | $221K | 0.3% | |
| American Century Infl-ADJBD Iv Mutual Fund | — | — | — | $156K | 0.2% | |
| Fidelity Emerging Markets Core Eq Mutual Fund | — | — | — | $131K | 0.2% | |
| American Century Infl-ADJBD Iv Mutual Fund | — | — | — | $101K | 0.2% | |
| MFS Intl New Disc Mutual Fund | — | — | — | $51K | <0.1% | |
| MFS Intl New Disc Mutual Fund | — | — | — | $46K | <0.1% | |
| Vanguard Energy Mutual Fund | — | — | — | $42K | <0.1% | |
| Vanguard Energy Mutual Fund | — | — | — | $42K | <0.1% | |
| PIM Com Real Ret Mutual Fund | — | — | — | $35K | <0.1% | |
| PIM Com Real Ret Mutual Fund | — | — | — | $33K | <0.1% | |
| Franklin Utilities Adv Mutual Fund | — | — | — | $20K | <0.1% | |
| Franklin Utilities Adv Mutual Fund | — | — | — | $19K | <0.1% |
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