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  1. Companies/
  2. Milestone Money, LLC

Filings through Sep 24, 2026.

Sponsor portfolio

Milestone Money, LLC

EIN 87-4790133-financial services-Latest filing 2025
Plans
1
Retirement
1
$147K assets
Welfare
0
Participants
2
1165 N CLARK ST., SUITE 700 - CHICAGO, IL 60610312-815-8335milestonemoney.comLinkedIn1-10 employeesfinancial services
Plans on this EIN
1 filing
#001401(k)-$147K - 2 part

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Retirement#001

MILESTONE MONEY, LLC 401(K) PLAN

401(k)

Assets$147K
Participants2
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILESTONE MONEY, LLC 401(K) PLAN401(k)$147K22025
Retirement plans
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