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Company:
Milestone Management, L.P.
Plan:
Milestone 401k Plan
 

Milestone Management, L.P.

39 Plan: Milestone 401k Plan

 
 
39
11
57
86
0
10
20
30
40
50
60
70
80
90
100
For the average 401k participant, the 47 point difference between this plan's BrightScope Rating (39) and the top rated plan (86) could equate to:
[How is this calculated?]
22 additional years of work
Up to $283,500 in lost retirement savings.
The delay in retirement calculations apply solely to this defined contribution plan and do not take into account other retirement plans and programs offered by this employer.

 

Retirement Plan Description

Milestone 401k Plan is a defined contribution plan with a profit-sharing component and 401k feature. This plan has a BrightScope Rating of 39. Milestone 401k Plan currently has over 800 active participants and over $5.7M in plan assets.

 

 Investment Menu Statistics

No. of Investment Options
13
Plan Average: 24
Top 3 Funds in this 401k
1. PIMCO Total Return 21%
2. BlackRock Equity Dividend 9%
3. MainStay Large Cap Growth 8%

 
Plan Component Ratings

 Retirement Plan Details

Address 5429 Lbj Freeway, Suite 800
Dallas, TX 75240 
Industry Lessors of Residential Buildings and Dwellings
Administrator Christopher Phillips
Net Plan Assets $5,710,000
Total Participants 850
Avg Account Balance $22,000

 Compare Other Companies in Peer Group

Lerner 54.8
The Lightstone Group, LLC 52.8
The Laramar Group, LLC 50.9
First Communities Management 49.5
Summit America, LLC 38.5
Legend Senior Living, LLC 26.6

  Plan Service Providers

Recordkeeper Milliman, Inc.
Auditor Jonesbaggett

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