Plan Ledger DOL Form 5500 · updated monthly

Milestone Services Company, LLC401(k)

MILESTONE RETIREMENT PLAN · SAINT CHARLES, MO · plan year 2024

Reported admin expense ratio · 2024
0.25%

Peer grade: A- · admin costs + employer contributions vs same-size plans · how grading works

Milestone Services Company, LLC reported $55,091 in plan administrative expenses for 2024: 0.25% of average plan assets, below the peer median. Employer contributions averaged $4,352 per active participant. 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 0.04% to 0.25%. The plan sits in the $10M–$50M size bracket, benchmarked here against 27,838 comparable plans and shown alongside other real estate & leasing employers. By assets it is the 543rd-largest of 1,393 plans among Missouri employers on file, and the 582nd of 2,096 in real estate & leasing. In 2024, employees put in $2.03 for every $1.00 the employer contributed; active participation has grown from 166 to 191 since 2022.

Plan summary
Net assets, end of year$23,080,604
Participants with balances255
Active participants191
Employer contributions$831,289
Employee contributions$1,686,401
Employer contribution per active participant$4,352
Average account balance$90,512
Benefits paid to participants$2,357,942
Plan auditUnmodified (clean) audit opinion
Plan history3
Yearassets · accounts · employer contribution
2024$23.1M · 255 accts · $831K emplr
2023$20.2M · 224 accts · $920K emplr
2022$15.0M · 214 accts · $829K emplr
Administrative expenses, itemized · 2024
Investment management$55,091
Total administrative$55,091
The Milestone Services Company, LLC 401(k) match · 2024
Employer contribution per active participant$4,352
Median for plans this size$2,416
2024$4,352 per active participant
2023$5,545 per active participant
2022$4,993 per active participant

Milestone Services Company, LLC's 2024 employer contribution ran above the $2,416 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2024 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Service providers · 20242
THE VANGUARD GROUP, INC. · Loan processing · Recordkeeping$5,755
PLANCORP LLC · Investment advisory (plan)$53,396

Compensation shown is direct payments from plan assets reported on Schedule C. Providers paid through fund revenue-sharing appear as indirect.

Recordkeeper by year2
2024Vanguard
2023Vanguard

Looking for an account from a past job here? How to find an old 401(k).

Administrative cost history3
2024$55,091 · 0.25%
2023$36,813 · 0.21%
2022$6,308 · 0.04%
Same employer
Similar plansReal Estate & Leasing · Missouri
Drury Southwest, Inc. MO$30.8M · 0.10%
James B Nutter & Company MO$28.0M · 0.26%
Bear Holdings, LLC MO$25.4M · 0.21%
The Love Companies MO$18.6M · 1.17%
Sansone Group, LLC MO$13.5M · 0.50%

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Source: U.S. Department of Labor, Form 5500 series, EIN 320542197 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.