Milestone Investment Advisors

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

1,978

Total plan assets

$40.9M

Filings (rows)

Direct comp

$77K

Indirect comp

Showing only "MILESTONE INVESTMENT ADVISORS"

View all 2 variants aggregated →

MILESTONE INVESTMENTS6 MILESTONE INVESTMENT ADVISORS6

SERVICES PROVIDED

Investment manager6

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Plans served

All 2 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