Assets by plan
Share of aggregate retirement assets
Filings through .
The Milestones Group, LLC
EIN 20-3170436Educational ServicesLatest filing 2025
Plans
2
Retirement
2
$3.9M assets
Health & Benefits
0
Participants
157
13402 N SCOTTSDALE RD, B-160 - SCOTTSDALE, AZ 85254480-222-9540
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $3.9M assets / 157 participants
Participants by plan
Active + retired + deferred vested
Plan summaries
Each card links to its plan page. The plan page shows fees vs peers, audit grade, history and counterparties.
Retirement#001
THE MILESTONES GROUP, 401(K) AND PROFIT SHARING PLAN
401(k)
Assets$2.0M
Participants93
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement#002
THE MILESTONES GROUP CASH BALANCE PLAN
Cash balance
Assets$1.9M
Participants64
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
Retirement plans
2 plans on this EIN
| Plan | Name | Type | Assets | Participants | Latest year |
|---|---|---|---|---|---|
| #001 | THE MILESTONES GROUP, 401(K) AND PROFIT SHARING PLAN | 401(k) | $2.0M | 93 | 2025 |
| #002 | THE MILESTONES GROUP CASH BALANCE PLAN | Cash balance | $1.9M | 64 | 2025 |
- #001 · 401(k) · 202593
- #002 · Cash balance · 202564
Retirement plans