# Milestone Electric, INC. 401(k) Plan
Source: https://planprovider.pro/companies/milestone-electric-inc-401k-plan

> Milestone Electric, INC.'s 401(k) plan: 532 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milestone Electric, INC.

- **Sponsor EIN:** 202597496

- **Sponsor Address:** 2360 CRIST ROAD, GARLAND, TX, 75040

- **Plan Type:** 401(k)

- **Total Participants:** 532

- **Total Assets:** $9.6M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|532|$9.6M|$488,151|$1.7M|

| 2023|643|$7.5M|$622,740|$1.4M|

| 2022|469|$5.0M|$429,839|$1.2M|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| JOHN HANCOCK|RECORDKEEPER|$79,914|—|$79,914|

| SAVILLE CPAS & ADVISORS, LLC|Auditor|—|—|$0|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [JOHN HANCOCK](https://planprovider.pro/provider/john-hancock) — RECORDKEEPER

- [SAVILLE CPAS & ADVISORS, LLC](https://planprovider.pro/provider/saville-cpas-and-advisors-llc) — Auditor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $79,914

- **Estimated Expense Ratio:** 0.829% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$79,914|—|$79,914|—|—|

| 2023|$70,798|—|$70,798|—|—|

| 2022|$87,378|$11,019|$76,359|—|—|

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