What does Form 5500 Schedule C report about Milestone Consultants?

Public Form 5500 Schedule C filings report compensation paid to Milestone Consultants as a plan service provider. Across loaded filings, total reported compensation is $34,926.

How many plans report Milestone Consultants as a service provider?

Milestone Consultants appears on 2 loaded plan(s) across 2 sponsor(s).

Milestone Consultants — 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 Consultants 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 $34,926 and reported indirect compensation totals $0.

Schedule C · 2023

Reported compensation dashboard

Total reported compensation$34.9KDirect + indirect, across loaded filings$34,926

Plans served2

Plan sponsors2

Filings2

Direct vs. indirect compensation

Direct compensation$34.9K

Indirect compensation$0

Direct compensation is paid to the provider from the plan; indirect compensation is received from other sources in connection with the plan (e.g. revenue sharing). Both are reported on Schedule C.

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.

Computed from loaded filings

Concentration

Top sponsor share of compensation57%Pro Action Of Steuben & Yates, Inc.

Top state share of plans100%NY

Plan sponsors served2

By reported compensation

Top plan sponsors by reported compensation

Employers reporting the most compensation to Milestone Consultants. Bars show relative scale.

1
Pro Action Of Steuben & Yates, Inc.$20K
NY · 1 plan(s)
2
Greater Opportunities$14.9K
NY · 1 plan(s)

Geographic reach

State footprint

Where Milestone Consultants appears: states where the plans that report this provider are sponsored, ranked by plan count. This reflects the sponsor's location, not where services were performed.

1
NY2 plan(s)

Geographic reach

City footprint

Cities where plans reporting Milestone Consultants are sponsored, by plan count.

1
Bath, NY1 plan(s)
2
Norwich, NY1 plan(s)

By reported compensation

Plans reporting this provider

Loaded Form 5500 filings that report compensation to this provider, ranked. Bars show relative scale.

1
Pro Action Of Steuben & Yates, Inc. 403(B) Retirement Plan$20K
Pro Action Of Steuben & Yates, Inc., NY · Direct $20K · 2023
2
Greater Opportunities 403(B) Plan$14.9K
Greater Opportunities, NY · Direct $14.9K · Indirect $0 · 2023

What to inspect next

Frequently asked questions

What does Form 5500 Schedule C report about Milestone Consultants?: Public Form 5500 Schedule C filings report compensation paid to Milestone Consultants as a plan service provider. Across loaded filings, total reported compensation is $34,926.
How many plans report Milestone Consultants as a service provider?: Milestone Consultants appears on 2 loaded plan(s) across 2 sponsor(s).