Stable plan record

MILESTONE ASSET MANAGEMENT GROUP 401(K) PLAN

Sponsored by MILESTONE ASSET MANAGEMENT GROUP LLC · EIN/PN 811333419-001

Selected filing history

These charts use the selected public filing for each year and keep unreported values blank.

Employer money per active participant
2025
$10,763
Administrative cost per participant
2025
$42
Active participants
2025
4
Total plan assets
2025
$118,431
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260430220411NAL00002213310804$10,763
Public filing identifier

The EIN and plan number are public filing identifiers. 401(k) Plan Report does not expose unrelated personal data.