# Milestone Senior Services, INC. 401(k) Plan
Source: https://planprovider.pro/companies/milestone-senior-services-inc-401k-plan

> Milestone Senior Services, INC.'s 401(k) plan: 150 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milestone Senior Services, INC.

- **Sponsor EIN:** 381747660

- **Sponsor Address:** 918 JASPER STREET, KALAMAZOO, MI, 490012853

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

- **Total Participants:** 150

- **Total Assets:** $5.8M

## Key Plan Design Features

- **Auto-Enrollment:** Yes

- **Auto-Escalation:** Yes

- **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|150|$5.8M|$158,984|$336,436|

| 2023|165|$5.0M|$143,898|$302,276|

| 2022|199|$4.6M|$160,018|$313,421|

## 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|

| GREENLEAF TRUST|TRUSTEE|$34,381|—|$34,381|

| PLANTE & MORAN PLLC|Auditor|—|—|$0|

## Plan Fees & Expenses

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

- **Total Service Provider Fees:** $34,381

- **Estimated Expense Ratio:** 0.594% 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|$34,519|$17,777|—|—|—|

| 2023|$28,586|$18,305|—|—|—|

| 2022|$3,908|—|$3,908|—|—|

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