# Milestones, INC 401(k) Plan
Source: https://planprovider.pro/companies/milestones-inc-401k-plan

> Milestones, INC's 401(k) plan: 91 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Milestones, INC

- **Sponsor EIN:** 043494340

- **Sponsor Address:** 410 TOTTEN POND ROAD, 2ND FLOOR, WALTHAM, MA, 02451

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

- **Total Participants:** 91

- **Total Assets:** $6.1M

## 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|91|$6.1M|$318,228|$416,083|

| 2023|95|$5.1M|$298,086|$394,649|

| 2022|84|$4.0M|$264,800|$370,141|

## 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|

| NASH CPAS LLC|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|$9,078|—|$9,078|—|—|

| 2023|$4,776|—|$4,776|—|—|

| 2022|$5,622|—|$1,375|—|$4,247|

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