OpenERISA

Milestones Private Investment Advisors

Fairport, NY, 14450

EIN 82-2380964
Plans
1
Total participants
14
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Milestones Private Investment Advisors 401(K) Retirement Savings Plan3
2023Form 5500-SF001Milestones Private Investment Advisors 401(K) Retirement Savings Plan3
2022Form 5500-SF001Milestones Private Investment Advisors 401(K) Retirement Savings Plan3
2021Form 5500-SF001Milestones Private Investment Advisors 401(K) Retirement Savings Plan3
2020Form 5500-SF001Milestones Private Investment Advisors 401(K) Retirement Savings Plan2

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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