Plan5500

Milestone Group — Form 5500 Schedule C service provider compensation

Reported service provider summary

According to public Form 5500 Schedule C data published through public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Milestone Group is reported as a service provider on 2 loaded Form 5500 filing(s) across 2 plan sponsor(s) and 2 plan(s). The latest loaded filing year is 2023. Across the loaded Schedule C rows, reported direct compensation totals $17,098 and reported indirect compensation totals not reported in the loaded dataset.

Reported compensation summary

Reported direct compensation
$17,098
Reported indirect compensation
not reported in the loaded dataset
Total reported compensation
$17,098
Filings
2
Plan sponsors
2
Plans
2
Latest filing year
2023

Figures are reported Schedule C service provider compensation as disclosed by plan sponsors. They are presented objectively and are not a statement about whether any compensation is high, low, or reasonable.

Top plan sponsors by reported compensation

Plan sponsors reporting the most compensation to Milestone Group
SponsorStatePlansReported compensation
Russell Invest Institutional Funds LLC Large Cap U.S. Equity Index FunWA1$11,621
Russell Investments Institutional Funds LLC High Yield BondWA1$5,477

State footprint

Plans reporting Milestone Group are sponsored in WA (2).

Plans reporting this provider

Reported on these loaded Form 5500 filings
SponsorPlanYearDirect comp.Indirect comp.
Russell Invest Institutional Funds LLC Large Cap U.S. Equity Index FunRussell Investments Institutional Funds, L.L.C. Large Cap U. S. Equity Index Fund2023$11,621not reported in the loaded dataset
Russell Investments Institutional Funds LLC High Yield BondRussell Investments Institutional Funds LLC High Yield Bond Fund2023$5,477not reported in the loaded dataset

Related Form 5500 pages