Plan Snapshot
- Plan Sponsor: Milestones Hospitality, LLC
- Sponsor EIN: 452916908
- Sponsor Address: 11 MADISON AVENUE, GROUND FLOOR, NEW YORK, NY, 10010
- Plan Type: 401(k)
- Total Participants: 91
- Total Assets: $2.9M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: No
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 91 | $2.9M | $0 | $50,555 |
| 2023 | 83 | $2.9M | $0 | $123,457 |
| 2022 | 50 | $2.4M | $0 | $96,238 |
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 |
|---|---|---|---|---|
| COHNREZNICK LLP | Auditor | — | — | $0 |
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $0
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 | $27,322 | — | — | — | — |
| 2023 | $24,789 | — | — | — | — |
| 2022 | $26,675 | — | — | — | — |