Miles & Stockbridge Retirement Plan
Sponsored by Miles & Stockbridge P.C. · EIN 521852131 · Plan #001
- Total assets
- $195M
- Net assets
- $195M
- Active participants
- 385
- With balances
- 449
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Creative Planning, Llc CRD 105348 | deterministic · 100% | 2024 |
| Lockton Investment Advisors, Llc CRD 144133 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| Principal Life Insurance Company | Contract administrator, Participant loan processing, Direct payment from the plan | $38,198 |
| Lockton Investment Advisors, Llc | Consulting (general), Investment advisory (plan), Direct payment from the plan | $30,179 |
| Creative Planning | Investment advisory (plan), Direct payment from the plan | $9,997 |
| Blue Ridge Esop Associat | Contract administrator, Direct payment from the plan | $4,997 |