Milestone Investment

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

2,549

Total plan assets

$67.2M

Filings (rows)

Direct comp

$142K

Indirect comp

Aggregating 2 name variants under "MILESTONE INVESTMENT"

Click a variant to view it alone

MILESTONE INVESTMENT ADVISORS6 MILESTONE INVESTMENTS6

SERVICES PROVIDED

Investment manager6

Advisor / Consultant3

Broker3

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Plans served

All 4 plans

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
T.R. Nelson, Inc. T.R. Nelson, Inc. Profit Sharing Plan · all filings	WISCONSIN DELLS, WI	Investment manager	1,827	$20.7M	$43K	$0
Associated Physicians, LLP Associated Physicians, LLP 401(k) Plan · all filings	MADISON, WI	Investment manager	151	$20.2M	$34K	$0
C. Davis Electric Co., Inc. C. Davis Electric Co., Inc. 401(k) Profit-Sharing Plan · all filings	MIRAMAR, FL	Advisor / Consultant	197	$13.7M	$33K	$0
Brown Packing Co., Inc. Brown Packing Retirement Plan · all filings	GAFFNEY, SC	Broker	374	$12.6M	$32K	$0