Milestone, Inc. 401(k) Plan: Login, Facts & Contact Information
Milestone, Inc. 401(k) Login
30 former Milestone, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Milestone, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jul 1, 2024 – Jun 30, 2025), filed Jan 30, 2026. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $937,302 went into the plan in contributions, $450,000 of it from the employer (48%).
- $551,550 was paid out to participants.
- Investment and other income added $1.23 million.
- Administrative expenses were $30,624, about $78 per account.
How the Milestone, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 508 | $5.74 million | $150,000 | $516,350 |
| 2020 | 528 | $7.62 million | $350,000 | $369,249 |
| 2021 | 502 | $6.56 million | $350,000 | $770,519 |
| 2022 | 491 | $7.17 million | $350,000 | $962,702 |
| 2023 | 470 | $8.63 million | $441,980 | $487,589 |
| 2024 | 480 | $10.2 million | $450,000 | $551,550 |
Milestone, Inc. 401(k) Contact Information
Questions about the Milestone, Inc. 401(k)
Does Milestone, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $450,000, 48% of all contributions.
Does the Milestone, Inc 401(k) have automatic enrollment?
No. The plan does not report automatic enrollment; employees enroll themselves.
How many people are in the Milestone, Inc 401(k) plan?
480 participants at the start of plan year 2024, 450 of them active employees, and 30 former employees who still had money in the plan.
What is the average 401(k) balance at Milestone, Inc?
About $25,842 per account: $10.2 million in plan assets across 395 accounts with a balance at the end of plan year 2024.
Who manages the Milestone, Inc 401(k) accounts?
Capital Group / American Funds (listed on the filing as AMERICAN FUNDS) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Milestone, Inc. How do I access my 401(k)?
Your account stays with Capital Group / American Funds after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.