Plan Ledger DOL Form 5500 · updated monthly

Milestone Therapy LLC401(k)

MILESTONE THERAPY 401(K) PLAN · HIGHLAND, IN · plan year 2024

Reported admin expense ratio · 2024
1.45%

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

Milestone Therapy LLC reported $22,916 in plan administrative expenses for 2024: 1.45% of average plan assets, higher than ~90% of peers. Employer contributions averaged $420 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 3 years on file its reported administrative ratio has held roughly steady near 1.45%. The plan sits in the $1M–$10M size bracket, benchmarked here against 18,840 comparable plans and shown alongside other health care & social assistance employers. By assets it is among the smaller plans on file in Indiana (1,414th of 1,562), and 10,205th of 11,911 in health care & social assistance. In 2024, employees put in $7.24 for every $1.00 the employer contributed; active participation has shrunk from 100 to 89 since 2022.

Plan summary
Net assets, end of year$1,816,930
Participants with balances139
Active participants89
Employer contributions$37,385
Employee contributions$270,579
Employer contribution per active participant$420
Average account balance$13,071
Benefits paid to participants$51,574
Plan auditUnmodified (clean) audit opinion
AuditorCYGAN HAYES LTD
Plan history3
Yearassets · accounts · employer contribution
2024$1.8M · 139 accts · $37K emplr
2023$1.3M · 138 accts · $43K emplr
2022$937K · 122 accts · $38K emplr
Administrative expenses, itemized · 2024
Recordkeeping & contract admin$14,912
Investment management$8,004
Total administrative$22,916
The Milestone Therapy LLC 401(k) match · 2024
Employer contribution per active participant$420
Median for plans this size$1,313
2024$420 per active participant
2023$381 per active participant
2022$378 per active participant

Milestone Therapy LLC's 2024 employer contribution ran below the $1,313 median for plans its size, in the bottom 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 · 20243
JOHN HANCOCK LIFE INSURANCE CO. · Recordkeeping · Investment management$696
MERRILL LYNCH - FAS · Investment advisory (participants)$4,003
MERRILL LYNCH - EPS · Investment advisory (participants)$4,003

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

Recordkeeper by year2
2024John Hancock
2023John Hancock

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

Administrative cost history3
2024$22,916 · 1.45%
2023$17,205 · 1.51%
2022$13,400 · 1.49%
Similar plansHealth Care & Social Assistance · Indiana
Lel Home Services, LLC IN$1.9M · 1.51%
Jarpole Enterprises LLC IN$1.8M · 0.54%
McSherr, Inc. IN$1.7M · 0.40%

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Source: U.S. Department of Labor, Form 5500 series, EIN 010719458 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.