P 401(k) Plan Report

Stable plan record

MILESTONE FINANCIAL RETIREMENT TRUST

Sponsored by MILESTONE FINANCIAL BB · EIN/PN 823582406-001

Selected filing history

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

Employer money per active participant
2025
$5,678
Administrative cost per participant
2025
Not reported
Active participants
2025
2
Total plan assets
2025
$390,292
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260310121524NAL00036542240012$5,678
Public filing identifier

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