Plan Snapshot
- Plan Sponsor: Milestone Technologies, INC
- Sponsor EIN: 943263696
- Sponsor Address: 3101 SKYWAY COURT, FREMONT, CA, 94539
- Plan Type: 401(k)
- Total Participants: 1,900
- Total Assets: $63.8M
Key Plan Design Features
- Auto-Enrollment: Yes
- 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 | 1,900 | $63.8M | $638,349 | $7.6M |
| 2023 | 1,694 | $55.5M | $764,967 | $8.0M |
| 2022 | 1,923 | $43.6M | $619,852 | $6.4M |
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 |
|---|---|---|---|---|
| FIDELITY INVESTMENTS INSTITUTIONAL | RECORDKEEPER | $55,956 | — | $55,956 |
| GLOBAL RETIREMENT PARTNERS LLC | ADVISOR | $38,333 | — | $38,333 |
| WELLTH ADVISORY SERVICES LLC | ADVISOR | $13,750 | — | $13,750 |
| BHLF LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- FIDELITY INVESTMENTS INSTITUTIONAL — RECORDKEEPER
- GLOBAL RETIREMENT PARTNERS LLC — ADVISOR
- BHLF LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $108,039
- Estimated Expense Ratio: 0.169% 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 | $108,039 | $52,083 | — | — | — |
| 2023 | $161,296 | $50,000 | — | $19,150 | — |
| 2022 | $135,191 | — | — | — | — |