Milestone Investments

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

1,634

Total plan assets

$70.2M

Filings (rows)

Direct comp

$176K

Indirect comp

SERVICES PROVIDED

Advisor / Consultant3

Broker3

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
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
C. Davis Electric Co., Inc. C. Davis Electric Co., Inc. 401(k) Profit-Sharing Plan · all filings	MIRAMAR, FL	Advisor / Consultant	192	$12.1M	$29K	$0
Brown Packing Co., Inc. Brown Packing Retirement Plan · all filings	GAFFNEY, SC	Broker	338	$11.7M	$30K	$0
C. Davis Electric Co., Inc. C. Davis Electric Co., Inc. 401(k) Profit-Sharing Plan · all filings	MIRAMAR, FL	Advisor / Consultant	178	$10.8M	$27K	$0
Brown Packing Co., Inc. Brown Packing Retirement Plan · all filings	GAFFNEY, SC	Broker	355	$9.4M	$27K	$0