Milestone Consultants

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,396

Total plan assets

$45.3M

Filings (rows)

Direct comp

$138K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant5

Other service providers4

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Pro Action of Steuben & Yates, Inc. Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · all filings	BATH, NY	Other service providers	208	$7.7M	$20K	$0
Pro Action of Steuben & Yates, Inc. Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · all filings	BATH, NY	Other service providers	224	$6.7M	$20K	$0
Pro Action of Steuben & Yates, Inc. Pro Action of Steuben & Yates, Inc. 403(b) Retirement Plan · all filings	BATH, NY	Other service providers	206	$6.1M	$20K	$0
Greater Opportunities Greater Opportunities 403(b) Plan · all filings	NORWICH, NY	Advisor / Consultant	130	$4.9M	$20K	$0
Accord Corporation Accord Corporation 403(b) Plan · all filings	BELMONT, NY	Advisor / Consultant	111	$4.6M	$11K	$0
Accord Corporation Accord Corporation Tax Deferred Annuity Plan · all filings	BELMONT, NY	Advisor / Consultant	102	$4.2M	$9K	$0
Accord Corporation Accord Corporation Tax Deferred Annuity Plan · all filings	BELMONT, NY	Other service providers	124	$4.2M	$8K	$0
Greater Opportunities Greater Opportunities 403(b) Plan · all filings	NORWICH, NY	Advisor / Consultant	136	$3.7M	$15K	$0
Greater Opportunities Greater Opportunities 403(b) Plan · all filings	NORWICH, NY	Advisor / Consultant	155	$3.1M	$14K	$0