Civic Intelligence

Milestone Investment Advisors LLC

Plan context: Milestone Investment Advisors LLC 401(K) Plan

EIN 46-3135826 • Middleton, WI • 10 filings • 1 plans

6702 Stonefield Road, Ste. 201Middleton, WI 53562
Current Snapshot

Latest Year

2024

2024 Participants

8

2024 Assets

$3,321,391

2024 Contributions

$354,183

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$3,321,391$1,660,696$0201520202024YearValue
$3,321,391Latest year 2024

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

840201520192024YearValue
8Latest year 2024

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202418$3,321,391$354,183$44,273iApproximate average salary by contribution assumption: employee only about $1,106,822 at 4% or $737,881 at 6%; with 50% employer match about $737,881 at 4% or $491,921 at 6%; with 100% employer match about $553,411 at 4% or $368,941 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-8$3,321,391$354,183$44,273iApproximate average salary by contribution assumption: employee only about $1,106,822 at 4% or $737,881 at 6%; with 50% employer match about $737,881 at 4% or $491,921 at 6%; with 100% employer match about $553,411 at 4% or $368,941 at 6%.
202316$2,595,150$290,238$48,373iApproximate average salary by contribution assumption: employee only about $1,209,325 at 4% or $806,217 at 6%; with 50% employer match about $806,217 at 4% or $537,478 at 6%; with 100% employer match about $604,663 at 4% or $403,108 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-6$2,595,150$290,238$48,373iApproximate average salary by contribution assumption: employee only about $1,209,325 at 4% or $806,217 at 6%; with 50% employer match about $806,217 at 4% or $537,478 at 6%; with 100% employer match about $604,663 at 4% or $403,108 at 6%.
202210$1,951,143$266,294-
Milestone Investment Advisors LLC 401(K) Plan-0$1,951,143$266,294-
202116$2,094,939$250,963$41,827iApproximate average salary by contribution assumption: employee only about $1,045,679 at 4% or $697,119 at 6%; with 50% employer match about $697,119 at 4% or $464,746 at 6%; with 100% employer match about $522,840 at 4% or $348,560 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-6$2,094,939$250,963$41,827iApproximate average salary by contribution assumption: employee only about $1,045,679 at 4% or $697,119 at 6%; with 50% employer match about $697,119 at 4% or $464,746 at 6%; with 100% employer match about $522,840 at 4% or $348,560 at 6%.
202016$1,605,887$239,728$39,955iApproximate average salary by contribution assumption: employee only about $998,867 at 4% or $665,911 at 6%; with 50% employer match about $665,911 at 4% or $443,941 at 6%; with 100% employer match about $499,433 at 4% or $332,956 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-6$1,605,887$239,728$39,955iApproximate average salary by contribution assumption: employee only about $998,867 at 4% or $665,911 at 6%; with 50% employer match about $665,911 at 4% or $443,941 at 6%; with 100% employer match about $499,433 at 4% or $332,956 at 6%.
201916$1,328,592$234,331$39,055iApproximate average salary by contribution assumption: employee only about $976,379 at 4% or $650,919 at 6%; with 50% employer match about $650,919 at 4% or $433,946 at 6%; with 100% employer match about $488,190 at 4% or $325,460 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-6$1,328,592$234,331$39,055iApproximate average salary by contribution assumption: employee only about $976,379 at 4% or $650,919 at 6%; with 50% employer match about $650,919 at 4% or $433,946 at 6%; with 100% employer match about $488,190 at 4% or $325,460 at 6%.
201815$882,102$232,558$46,512iApproximate average salary by contribution assumption: employee only about $1,162,790 at 4% or $775,193 at 6%; with 50% employer match about $775,193 at 4% or $516,796 at 6%; with 100% employer match about $581,395 at 4% or $387,597 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-5$882,102$232,558$46,512iApproximate average salary by contribution assumption: employee only about $1,162,790 at 4% or $775,193 at 6%; with 50% employer match about $775,193 at 4% or $516,796 at 6%; with 100% employer match about $581,395 at 4% or $387,597 at 6%.
201715$710,280$199,852$39,970iApproximate average salary by contribution assumption: employee only about $999,260 at 4% or $666,173 at 6%; with 50% employer match about $666,173 at 4% or $444,116 at 6%; with 100% employer match about $499,630 at 4% or $333,087 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-5$710,280$199,852$39,970iApproximate average salary by contribution assumption: employee only about $999,260 at 4% or $666,173 at 6%; with 50% employer match about $666,173 at 4% or $444,116 at 6%; with 100% employer match about $499,630 at 4% or $333,087 at 6%.
201615$416,057$206,312$41,262iApproximate average salary by contribution assumption: employee only about $1,031,560 at 4% or $687,707 at 6%; with 50% employer match about $687,707 at 4% or $458,471 at 6%; with 100% employer match about $515,780 at 4% or $343,853 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-5$416,057$206,312$41,262iApproximate average salary by contribution assumption: employee only about $1,031,560 at 4% or $687,707 at 6%; with 50% employer match about $687,707 at 4% or $458,471 at 6%; with 100% employer match about $515,780 at 4% or $343,853 at 6%.
201514$183,596$183,595$45,899iApproximate average salary by contribution assumption: employee only about $1,147,469 at 4% or $764,979 at 6%; with 50% employer match about $764,979 at 4% or $509,986 at 6%; with 100% employer match about $573,734 at 4% or $382,490 at 6%.
Milestone Investment Advisors LLC 401(K) Plan-4$183,596$183,595$45,899iApproximate average salary by contribution assumption: employee only about $1,147,469 at 4% or $764,979 at 6%; with 50% employer match about $764,979 at 4% or $509,986 at 6%; with 100% employer match about $573,734 at 4% or $382,490 at 6%.