P 401(k) Plan Report

Stable plan record

MILESTONE WEALTH MANAGEMENT LLC 401K PS PLAN

Sponsored by MILESTONE WEALTH MANAGEMENT, LLC · EIN/PN 833918837-001

Selected filing history

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

Employer money per active participant
2025
$4,247
Administrative cost per participant
2025
$117
Active participants
2025
4
Total plan assets
2025
$509,606
Participant loans as a share of assets
2025
Not reported
Detailed selected filing history
YearACK_IDActive participantsEmployer contributions / active
202520260624092447NAL00098844320014$4,247
Public filing identifier

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