PlanOptica
Free ERISA searchPricing
Sign inStart for $4.99
  1. Companies/
  2. MILESTONE TECHNOLOGIES, INC.
Sponsor portfolio

MILESTONE TECHNOLOGIES, INC.

EIN 94-3263696-information technology and services-Latest filing 2025
Plans
2
Retirement
1
$63.8M assets
Welfare
1
$2.6M premiums
Participants
4,520
2201 WALNUT AVENUE, SUITE 290 - FREMONT, CA 94538510-651-2454milestonepowered.comLinkedIn1001-5000 employeesinformation technology and services
Plans on this EIN
2 filings
#001401k-$63.8M - 2,674 part#501Mixed-$2.6M - 1,846 lives

Benefits portfolio analytics

1 plan / $2.6M premiums / 1,846 covered lives

Coverage by line

Premium dollars by benefit type (bundled lines overlap)

  • Health$1.7M
  • Prescription drug$1.7M
  • Other$935K
  • Life$784K
  • Short-term disability$777K
  • Long-term disability$777K
Total $2.6M6 rows

Carrier market share

Premium dollars by Schedule A carrier

Multi-vendor
64%top
  • KAISER FOUNDATION HEALTH PLAN INC64%
  • LIFE INSURANCE COMPANY OF NORTH AMERICA30%
  • CIGNA HEALTH AND LIFE INSURANCE COMPANY6%
  • COMBINED INSURANCE COMPANY OF AMERICA0%
Total $2.6M4 slices

Broker market share

Schedule A broker compensation

Split broker
91%top
  • LOCKTON COMPANIES, LLC91%
  • MARSH & MCLENNAN AGENCY LLC8%
  • LONG TERM CARE SOLUTIONS, INC.1%
Total $146K3 slices

Plan deep-dives

Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.
Retirement#001

MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN

401k

Assets$63.8M
Participants2,674
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Welfare#501

MILESTONE TECHNOLOGIES, INC. WELFARE BENEFIT PLAN

Mixed - KAISER FOUNDATION HEALTH PLAN, INC.

Premiums$2.6M
Covered lives1,846
Inside the deep dive
Premium breakdownCarriersBrokersCoverage stats
Open plan deep dive

Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN401k$63.8M2,6742024

Welfare plans1

Plan #NameFundingCarrierPremiumsCoveredLatest year
501MILESTONE TECHNOLOGIES, INC. WELFARE BENEFIT PLANMixedKAISER FOUNDATION HEALTH PLAN, INC.$2.6M1,8462025
Retirement plans
Welfare plans
PlanOptica

Plan research for advisors and brokers. Retirement and welfare filings, peer-ranked and a decade deep, sourced to the line.

Product
  • Retirement plans
  • Welfare plans
  • Providers
  • Pricing
Data
  • Downloads hub
  • Retirement plans CSV
  • Welfare plans CSV
  • Custom analytics
Resources
  • Free ERISA search
  • Free EIN lookup
  • Documentation
  • Filter catalog
  • Glossary
Company
  • About
  • Contact
  • Privacy
  • Terms
© 2026 PlanOptica