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

6,511

Total plan assets

$105.7M

Filings (rows)

Direct comp

$185K

Indirect comp

Showing only "MILESTONE INVESTMENT ADVISORS"

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MILESTONE INVESTMENT ADVISORS6 MILESTONE INVESTMENTS6

SERVICES PROVIDED

Investment manager6

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Plans served

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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
T.R. Nelson, Inc. T.R. Nelson, Inc. Profit Sharing Plan · all filings	WISCONSIN DELLS, WI	Investment manager	2,378	$17.8M	$29K	$0
Associated Physicians, LLP Associated Physicians, LLP 401(k) Plan · all filings	MADISON, WI	Investment manager	140	$17.1M	$31K	$0
Associated Physicians, LLP Associated Physicians, LLP 401(k) Plan · all filings	MADISON, WI	Investment manager	135	$16.5M	$23K	$0
T.R. Nelson, Inc. T.R. Nelson, Inc. Profit Sharing Plan · all filings	WISCONSIN DELLS, WI	Investment manager	1,880	$13.3M	$26K	$0