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

> Milestone Technologies, INC's 401(k) plan: 1,900 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## 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](https://planprovider.pro/provider/fidelity-investments) — RECORDKEEPER

- [GLOBAL RETIREMENT PARTNERS LLC](https://planprovider.pro/provider/global-retirement-partners-llc) — ADVISOR

- [BHLF LLP](https://planprovider.pro/provider/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|—|—|—|—|

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