Milestone Retirement Communities retirement plan: assets, participants and fees
What Milestone Retirement Communities' retirement plan plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Pcs Retirement, LLC | Schedule C ↗ |
| Independent auditor | Hansen Hunter and Co. P.C (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 1,380 defined-contribution plans in health care and social assistance with 500 to 999 participants.
| Milestone Retirement Communities: employer contribution per participant | $145 | |
| Peer median | $1,337 |
| Milestone Retirement Communities: average balance | $7,150 | |
| Peer median | $35,764 |
| Milestone Retirement Communities: admin expenses ÷ assets | 3.01% | |
| Peer median | 0.32% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $6.7M at the end of plan year 2021 to $5.2M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 865 | $5.2M | $106K | $145 | 3.01% | Not published | Form 5500 ↗ |
| 2023 | 1,206 | $5M | $20K | $21 | 3.46% | Not published | Form 5500 ↗ |
| 2022 | 1,158 | $4.9M | $36 | $0 | 3.25% | Not published | Form 5500 ↗ |
| 2021 | 1,773 | $6.7M | $0 | $0 | 3.42% | Not published | Form 5500 ↗ |
Common questions
Does Milestone Retirement Communities match 401(k) contributions?
The match terms for the Milestone Retirement Communities 401(k) Plan have not been published from its filing yet. The plan year 2024 filing reports $106K in employer contributions, about $145 per participant. That total includes any match and profit-sharing; it is not a match formula.
When is the Milestone Retirement Communities 401(k) match vested?
The vesting schedule for the Milestone Retirement Communities 401(k) Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the Milestone Retirement Communities 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Pcs Retirement, LLC. The plan administrator is Milestone Retirement Communities.
I left Milestone Retirement Communities. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (Milestone Retirement Communities, (360) 882-4500) or the recordkeeper, Pcs Retirement, LLC. The Milestone Retirement Communities old 401(k) page lists the contacts from every plan filing. Find an old Milestone Retirement Communities 401(k)
Data from the public Form 5500 annual reports Milestone Retirement Communities filed with the U.S. Department of Labor (plan years 2021 and 2022 and 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with Milestone Retirement Communities. Not financial advice. Report a correction · Methodology