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MILESTONES PRIVATE INVESTMENT ADVISORS

EIN 82-2380964-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$897K assets
Welfare
0
Participants
3
375 WOODCLIFF DRIVE - FAIRPORT, NY 14450585-203-1956milestones-advisors.comLinkedIn1-10 employees
Plans on this EIN
1 filing
#001401k-$897K - 3 part

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Retirement#001

MILESTONES PRIVATE INVESTMENT ADVISORS 401(K) RETIREMENT SAVINGS PLAN

401k

Assets$897K
Participants3
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILESTONES PRIVATE INVESTMENT ADVISORS 401(K) RETIREMENT SAVINGS PLAN401k$897K32025
Retirement plans
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