Milestone Administrative Services LLC401(k)
MILESTONE ADMINISTRATIVE SERVICES LLC 401(K) PROFIT SHARING PLAN · AUSTIN, TX · plan year 2024
Milestone Administrative Services LLC reported $36,514 in plan administrative expenses for 2024: 0.53% of average plan assets, below the peer median. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.
Across the 2 years on file its reported administrative ratio rose from 0.49% to 0.53%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other construction employers. By assets it is among the smaller plans on file in Texas (3,494th of 5,688), and 3,475th of 5,337 in construction. active participation has shrunk from 165 to 139 since 2022.
Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.
Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.
This plan has changed recordkeepers within these filings. If you left Milestone Administrative Services LLC before a switch, your account may sit at the earlier firm or in a rollover IRA. Looking for an account from a past job here? How to find an old 401(k).
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Source: U.S. Department of Labor, Form 5500 series, EIN 813519479 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.