Sponsor portfolio
MILESTONE LENDING
EIN 82-0880399Finance and InsuranceLatest filing 2024
Plans
2
Retirement
1
$59K assets
Welfare
1
Participants
2
9000 WESSEX PLACE, SUITE 207 - LOUISVILLE, KY 40222844-088-0399
Plans on this EIN
2 filingsPlan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#001
MILESTONE LENDING 401(K) PLAN
401k
Assets$59K
Participants2
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501
MILESTONE LENDING LLC CBS BENEFIT PLAN
Self Funded
Premiums$0
Covered lives0
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
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Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | MILESTONE LENDING 401(K) PLAN | 401k | $59K | 2 | 2024 |
Welfare plans1
| Plan # | Name | Funding | Carrier | Premiums | Covered | Latest year | |
|---|---|---|---|---|---|---|---|
| 501 | MILESTONE LENDING LLC CBS BENEFIT PLAN | Self Funded | - | $0 | 0 | 2024 |
Retirement plans
Welfare plans