Plan Snapshot
- Plan Sponsor: Milestone Partners Management Co. LP
- Sponsor EIN: 200958931
- Sponsor Address: 797 E. LANCASTER AVE, VILLANOVA, PA, 19085
- Plan Type: 401(k)
- Total Participants: 12
- Total Assets: $5.1M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- 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 | 12 | $5.1M | $82,335 | $171,181 |
| 2023 | 11 | $4.4M | $109,939 | $221,587 |
| 2022 | 15 | $4.5M | $103,308 | $222,659 |